How We Help
Whether you want to promote better outcomes for your workforce or pursue your individual financial planning goals, we can help.
Retirement
Private Wealth
Financial Wellness
Our Story
At HUB Retirement and Wealth Management – Alexandria, our mission is to provide quality investment and financial services that fulfill the needs and goals or our clients, with a comprehensive level of service. Our team of professionals are committed to providing you with a systematic program that strives to make your dream of financial independence a reality.
Whether your concerns lie in employee benefits, business continuation, insurance, planning for your children’s education, estate planning or planning for retirement – we can help. Our service goes beyond quick consultations and pre-packaged portfolio recommendations. We are committed to helping you define your goals and then pursue them with professional assistance you can depend on now and for the future.
Upcoming Events
Take a look at upcoming events hosted by our firm.
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Financial Insights
Gain valuable knowledge and expert guidance on managing your finances with our latest insights and resources.
Market Commentary: Staying Steady Amid the Swings
April’s markets reflected a classic case of short-term volatility amid long-term uncertainty, with U.S. stocks dipping slightly while international equities and bonds offered relative stability. As Van Morrison sang, “there’ll be days like this,” reminding investors to stay the course when markets feel uncertain.
[Video] Q1 2025 Economic and Market Commentary
As we closed the first quarter of 2025, investors were met with a stark change in tone from the high-growth...
Tariffs, Turbulence, and the Power of Diversification
As expected, investment markets around the world responded to yesterday’s announcement by President Trump that new...
Office Information
Hours of Operation:
Mon – Fri: 8:00 AM – 5:00 PM
Office Addresses:
5568 General Washington Drive Suite A-217 Alexandria, VA 22312
Office Contact:
(Main) 703-813-5551
We’re by your side for all your needs, in business and in life.
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