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
Upcoming Events
Take a look at upcoming events hosted by our firm.
5 Costly Mistakes That Can Wreck Your Retirement Goals
7 Must-Know Retirement Terms
Financial Insights
Gain valuable knowledge and expert guidance on managing your finances with our latest insights and resources.
Market Commentary: Staying Steady Amid the Swings
April’s markets reflected a classic case of short-term volatility amid long-term uncertainty, with U.S. stocks dipping slightly while international equities and bonds offered relative stability. As Van Morrison sang, “there’ll be days like this,” reminding investors to stay the course when markets feel uncertain.
[Video] Q1 2025 Economic and Market Commentary
As we closed the first quarter of 2025, investors were met with a stark change in tone from the high-growth...
Tariffs, Turbulence, and the Power of Diversification
As expected, investment markets around the world responded to yesterday’s announcement by President Trump that new...
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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