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 – Sandy, our mission is to provide proactive, comprehensive investment and retirement plan consulting services to corporations, governmental entities, and nonprofit organizations with plan assets from $1 million up to multi-billion dollar plans. While their industries and employee sizes may differ, most have one thing in common: the desire to take their retirement plan to the next level.
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 our firm.
Design Your Future: Build the Blueprint for Your Ideal Retirement
Protect Your Future: Safeguard Your Savings and Health in Retirement
Financial Insights
Gain valuable knowledge and expert guidance on managing your finances with our latest insights and resources.
January 2026 Roundtable Summary
HUB Retirement & Private Wealth recently hosted its 2026 Investment Roundtable, a gathering of senior investment...
Market Commentary: December 2025 Recap
Don’t StopFleetwood MacDon't Stop Don’t stop thinking about tomorrow / Don’t stop, it’ll soon be here December is...
Markets Absorb Geopolitical Shock as Venezuela Events Unfold
On January 3, 2026, the United States executed Operation Absolute Resolve, a large-scale military strike on Venezuela...
Office Information
Hours of Operation:
Mon – Fri: 8:00 AM – 5:00 PM MST
Office Addresses:
10011 Centennial Parkway, Suite 300, Sandy, UT 84070
75 West Towne Ridge Parkway Tower 2, Suite 400, Sandy, UT 84070
Office Contact:
(Main) 801-943-2600
(Toll-Free) 800-748-5012
(Fax) 801-943-3889
We’re by your side for all your needs, in business and in life.
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