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 – Northbrook, 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 help 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 strive to 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.
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 the HUB Northbrook Office.
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 – Fri: 8:00 AM – 5:00 PM CST
Office Addresses:
707 Skokie Boulevard, Suite 400, Northbrook, IL 60062
Office Contact:
(Main) 847-205-9073
(Fax) 847-205-9385
We’re by your side for all your needs, in business and in life.
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