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 – Miami, we utilize a Personal Retirement Analysis (PRA) to map out a custom retirement strategy for our clients. We do this by gathering facts about our clients and getting to know what is important to them and their family. This analysis will help to determine the best fit for the client.
We use a custom approach for each and every client. The study will help you determine what you can spend in retirement, whether or not to pay off your mortgage, what amount of money should be kept in savings, as well as the best place to invest your money based on your risk tolerance.
We want to help you obtain your retirement goals, dreams, and objectives.
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
Upcoming Events
Take a look at upcoming events hosted by the HUB Miami Office.
Find Your Number: How to Stay on Track and Grow Your Nest Egg
Protect Your Future: Safeguard Your Savings and Health in Retirement
Master Your Money Moves: Invest Smart and Catch Up with Confidence
Financial Insights
Gain valuable knowledge and expert guidance on managing your finances with our latest insights and resources.
Market Commentary: March 2026 Recap
Q1 2026 felt like déjà vu — markets started strong but turned volatile again. This time, the main driver was geopolitical tension, especially the Iranian conflict, which pushed oil prices above $100 and impacted global growth. As a result, equities declined, tech pulled back due to AI concerns, and energy was one of the few sectors that performed well. The key takeaway is that uncertainty is higher than last year, so investors should focus on diversification and more balanced expectations rather than expecting a quick rebound.
Comments on Latest U.S. / Israel Conflict with Iran
Overview The recent conflict that started on February 28, 2026 with the U.S. and Israel launching an offensive against...
Market Commentary: February 2026 Recap
Grimes, featuring HANAWe Appreciate the Power And if you long to never die/Baby, plug in, upload your mind/Come on,...
Office Information
Hours of Operation:
Mon – Fri: 8:00 AM – 5:00 PM EST
Office Addresses:
9100 South Dadeland Boulevard Suite 1603 Miami, FL 33156
Office Contact:
(Main) 305-670-7088
(Toll-Free) 888-229-7163
(Fax) 305-670-9083
We’re by your side for all your needs, in business and in life.
Fill out the form to get started. →