ALPHARETTA, GA
HUB Retirement
and Wealth Management
Dedicated to helping you and your organization get ready for tomorrow.
Our Services
Our Story
Events
Office InfoLogin Links
Office Addresses:
2300 Lakeview Pkwy Suite 700 Alpharetta, GA 30009
Office Contact:
(Main) 844-401-5772
Let’s take your next financial step together!
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 – Alpharetta, our mission is to create an exceptional retirement plan experience for employers and their employees. We help plan sponsors deliver the highest quality program by providing services that save time, help manage exposure to fiduciary liability, and address both IRS and DOL requirements. Through our financial wellness benefit, we assist participants in improving their financial literacy and retirement outcomes. Our advisors have more than 100 years of combined experience in assisting with the design of qualified, non-qualified retirement and employee benefit programs, and call on this extensive experience and industry knowledge to analyze and optimize your plan.
Our Team
When you work with one of our Financial Consultants, you can count on a partnership founded on knowledge and motivated by an authentic desire to help. Whether you want advice or need a plan, helping you pursue your financial goals will be their priority.
Financial Consultants
Addie George
Lee Applebaum
Michael Kane
Upcoming Events
Take a look at upcoming events hosted by our firm.
5 Costly Mistakes That Can Wreck Your Retirement Goals
7 Must-Know Retirement Terms
Is Your Retirement Plan on the Right Path?
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](https://hubrpw.com/wp-content/uploads/2025/04/Screenshot-2025-04-21-at-4.51.52 PM.png)
[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:
2300 Lakeview Pkwy Suite 700 Alpharetta, GA 30009
Office Contact:
(Main) 844-401-5772
We’re by your side for all your needs, in business and in life.
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