Our Story

At HUB Retirement and Wealth Management – Boston (Commonwealth Ave), our mission is to help companies offer a competitive retirement plan that gives hard-working employees the opportunity to retire successfully. The knowledge and experience our team brings to the table informs our decisions when assisting with the design, implementation, and maintenance of our clients’ retirement plans. Our retirement plan consulting services include investment analytics, investment fiduciary services and guidance to corporations and nonprofits on retirement planning. We also understand the crucial role that participant education and engagement play. We offer comprehensive and progressive education curriculum for employees because we believe in guidance – not sales. Providing support to retirement plans is all we do. There is no other business that we offer, which helps assure your company retirement plan operates efficiently within the goal of helping people retire successfully.

As a high-impact firm with low-impact cost, our mission at HUB Retirement and Wealth Management – Boston (Federal Street) is to serve those who serve others. We work with those in the non-profit, private school and higher education communities by delivering globally accepted fiduciary standards designed to mitigate the personal liability exposure for C-Suite and HR members found under ERISA while maximizing ROI and retirement outcomes for plan participants.