FORT MYERS, FL
HUB Retirement
and Wealth Management
Dedicated to helping you and your organization get ready for tomorrow.
Our Services
Our Story
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Office InfoLogin Links
Office Addresses:
12500 S. Tamiami Trail
Fort Myers, FL 33907
Office Contact:
(Main) 239-433-4471
(Toll-Free) 800-733-2917
(Fax) 239-237-5215
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 – Fort Myers, our mission is to help promote better outcomes for your retirement plan participants and help you pursue your individual financial goals. We offer knowledgeable specialists who will tailor strategies to address your specific needs. As investment fiduciaries, we work solely on your behalf and are committed to your success.
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
Tim McGee
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: 8:30 AM – 5:00 PM EST
Office Addresses:
12500 S. Tamiami Trail, Fort Myers, FL 33907
Office Contact:
(Main) 239-433-4471
(Toll-Free) 800-733-2917
(Fax) 239-237-5215
We’re by your side for all your needs, in business and in life.
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