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HUB Retirement and Wealth Management

Mequon, Wisconsin

Office Contact

 414-376-4712 – Main

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Office Address

10303 N. Port Washington Rd.,
Suite 201
Mequon, WI 53092

Hours of Operation:

Mon – Fri: 8:00 AM – 5:00 PM

Our Story

At HUB Retirement and Wealth Management – Mequon, our mission is to provide comprehensive client services at the plan sponsor, participant and individual level.

We help companies design, manage and deliver retirement benefits to their employees. We differentiate ourselves by thinking strategically and long-term with our clients, to ensure that their business objectives fully align with their retirement plan strategy. While investments are often the most visible part of a retirement plan, we fully recognize that all aspects of the plan must be working effectively in order to produce the best results for both the employer and their employees.

Our executive benefits programs help business owners and key executives supplement their retirement savings using tax-efficient strategies. We understand how to bridge the gap created by limits on 401(k) deferrals, matching plans, and social security benefits to work towards building with for highly compensated individuals.

Our wealth advisory and consulting services provide clients with custom portfolio management and financial planning services recognizing individual client needs, goals and financial philosophy. Our strategies include financial planning, portfolio management, money manager due diligence, and business owner-specific planning.

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 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.