Wealth Management
Tailored strategies to help you pursue your financial goals.
Wealth Management and Family Office Services
We understand your many financial needs and utilize timely and appropriate wealth management strategies to help you achieve both short and long-term goals. As a fiduciary, we also provide unbiased and independent advice, putting your needs and interests first.
We help you create a strategy that empowers you to live your best financial life – so you can focus on the nonfinancial aspects of your life that are most important to you. You define where you want to go. We’ll help you get there.
Investments
Tailored Investment Solutions
We partner with you to focus on your specific priorities and needs to form the foundation for ongoing guidance, advice and management.
Services:
- Investment Planning
- Asset Allocation and Policy Oversight
- Performance Measurement and Analysis
- Allocation Review and Rebalancing
Financial Planning
Comprehensive Wealth Management Plan
We understand that every individual and family is unique. We partner with you to focus on your specific priorities to create a comprehensive plan that covers every component of your financial life.
Services:
- Coordination of Investment, Estate, and Tax Planning
- Development and Oversight of Relationships with External Professionals
- Assistance in Addressing Strategic Risks and Opportunities
- Efficient Management of Trusts and Estates
Shaping Legacies
Estate and Charitable Planning
We are committed to helping you and your family leave a lasting impact. We empower you to articulate and realize your vision for the future.
Services:
- Philanthropic Vision and Strategy
- Philanthropic Governance
- Family Education and Legacy Planning
Our Process
When you work with HUB, you work with a dedicated team of investment professionals that work hard to help you achieve your financial goals. We follow a defined process to earn your confidence and help you achieve those goals.
Below is a high-level overview of the process.
