ROCKVILLE, MDHUB Retirement
and Wealth Management
Dedicated to helping you and your organization get ready for tomorrow.
Our Services
Our Story
Events
Office InfoLogin Links
Office Addresses:
1445 Research Boulevard
Suite 210 & Suite 340
Rockville, MD 20850
Office Contact:
(Main) 240-403-2540
(Toll-Free) 877-403-2540
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
Private Wealth
Financial Wellness
Our Story
At HUB Retirement and Wealth Management – Rockville, our mission is to find ways to provide Fortune 500-level benefits to small and midmarket organizations, which allows our clients to compete in today’s environment, attracting and retaining the talent they need to grow their business. We are particularly well known in the government contract, nonprofit, and professional services communities, with significant experience including investment due diligence, benchmarking, plan design assistance, compliance support, tax planning, employee engagement strategies, and organizational missions and culture that all impact these employee benefit programs. Our dedicated team delivers wealth management services by first understanding the client’s financial goals, risk tolerance, and current financial situation. We create a personalized financial plan that includes investment strategies, retirement planning, tax planning strategies, and risk management techniques tailored to the client’s needs. This plan is regularly reviewed and adjusted based on changes in the client’s life circumstances or market conditions.
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
Brett Hoffman
Cameron Heger
Kim Cochrane
Kris Maleski
Client Support
Cassidy Thompson
Victor Arana
Upcoming Events
Take a look at upcoming events hosted by our firm.
Is Your Retirement Plan on the Right Path?
The Real Cost of Healthcare in Retirement and How to Prepare
3 Big Risks You Might Face After Retiring
Financial Insights
Gain valuable knowledge and expert guidance on managing your finances with our latest insights and resources.
![[Video] Q2 2025 Economic and Market Commentary](https://hubrpw.com/wp-content/uploads/2025/07/Screenshot-2025-07-15-at-2.04.10 PM.png)
[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...
Market Commentary: Mid‑Year Market Check‑In
There were many “good vibrations” for investors in June and the second half of Q2 2025. Stocks were up across all major US market segments, non-US stocks continued to deliver positive results, and bonds added value. The familiar refrain of big cap growth and technology stocks resonated with investors who showed renewed confidence in the US equity markets after a painful end to Q1 2025.
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.
Office Information
Hours of Operation:
Mon – Fri: 8:00 AM – 5:00 PM EST
Office Addresses:
1445 Research Boulevard, Suite 210 & Suite 340, Rockville, MD 20850
Office Contact:
(Main) 240-403-2540
(Toll-Free) 877-403-2540
We’re by your side for all your needs, in business and in life.
Fill out the form to get started. →