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HUB Retirement

and Wealth Management

Dedicated to helping you and your organization get ready for tomorrow.

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Office Addresses:

9731 Wortham Boulevard
Suite 105
Houston, TX 77065

Office Contact:

(Main) 281-580-8300

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

We help you attract and retain employees with innovative retirement plan solutions

Private Wealth

Our mission is to help you define where you want to go and help you get there

Financial Wellness

We strive to help your employees reduce financial stress at work and pursue better outcomes

Our Story

At HUB Retirement and Wealth Management – Houston, our mission is to offer institutional investment consulting, participant services, executive benefits, financial planning and private wealth management. Our national team of Retirement and Wealth Advisors, Relationship Managers, Investment Analysts and Home Office Support Staff help manage fiduciary risk, analyze quality investment options and streamline service solutions in order to provide meaningful results for plan sponsors and their employees.

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

Client Support

Alicia Alba

Account Manager

Dina Ellisor

Client Services Associate

Victoria Blackwood

Education Specialist, Retirement Plan Services

Upcoming Events

Take a look at upcoming events hosted by our firm.

Financial Insights

Gain valuable knowledge and expert guidance on managing your finances with our latest insights and resources.

June Market Commentary: Markets Search for Solid Ground

June Market Commentary: Markets Search for Solid Ground

Despite a strong rally in U.S. stocks in May, uncertainty still looms. Optimism surrounding paused tariffs and potential trade resolutions lifted markets, but caution remains due to rising interest rates, a growing U.S. deficit, and a fresh debt downgrade.

Market Commentary: Staying Steady Amid the Swings

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.

Office Information

Hours of Operation:

Mon – Fri: 8:00 AM – 5:00 PM CST

Office Addresses:

9731 Wortham Boulevard, Suite 105, Houston, TX 77065

Office Contact:

(Main) 281-580-8300

We’re by your side for all your needs, in business and in life.

 

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We’re by your side for all your needs, in business and in life.