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 – Bothell, our mission is to help create and assist with the implementation of comprehensive client plans to meet lifelong financial goals including estate and charitable planning, retirement and business planning, tax planning strategies and investment advisory services.
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
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 PST
Office Addresses:
12100 N.E. 195th Street, Suite 200 Bothell, WA 98011
Office Contact:
(Main) 425-489-4500
(Toll-Free) 800-598-1030
(Fax) 425-485-8489
We’re by your side for all your needs, in business and in life.
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