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 Private Wealth, we are an independent, fee-based firm specializing in two areas: prevailing wage solutions and fiduciary services. We specialize in bona fide benefit plan services to merit shop (non-union) construction companies subject to the Davis-Bacon Act or state prevailing regulations. Our team brings together more than a century of combined professional experience in developing fringe benefit plans and providing retirement plan guidance to benefit your organization and your employees. Where you see obligation, we see opportunity.
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
Upcoming Events
Take a look at upcoming events hosted by our firm.
The Real Cost of Healthcare in Retirement and How to Prepare
3 Big Risks You Might Face After Retiring
How to Find Old Retirement Accounts and Consolidate Them
Financial Insights
Gain valuable knowledge and expert guidance on managing your finances with our latest insights and resources.
Market Commentary: July 2025 Recap
Going, Going, GoneLuke Combs Like the changing of the seasons /Good things, they come and then they go The end of July...
2025 Mid-Year Roundtable Summary
[Video] Q2 2025 Economic and Market Commentary
Q2 2025 was shaped by the “Tariff Two-Step”—a swift policy reversal that triggered both a market drop and a quick...
Office Information
Hours of Operation:
Mon – Thurs: 8:00 AM – 5:00 PM
Fri: 8:30 AM – 2:00 PM
Office Addresses:
201 South Lake Avenue Suite 507 Pasadena, CA 91101
Office Contact:
(Main) 626-389-3291
(Fax) 518-207-9041
We’re by your side for all your needs, in business and in life.
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