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
Molly Coyle
Reynaldo Ratti
Client Support
Cassidy Thompson
Victor Arana
Upcoming Events
Take a look at upcoming events hosted by our firm.
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:
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.
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