SCOTTSDALE, AZ
HUB Retirement
and Wealth Management
Dedicated to helping you and your organization get ready for tomorrow.
Our Services
Our Story
Events
Office InfoOffice Addresses:
8777 N. Gainey Center Drive
Suite 201
Scottsdale, AZ 85258
Office Contact:
(Main) 480-505-0234
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 – Scottsdale, our mission is to provide independent and unbiased wealth management and retirement plan consulting services to our valued clients. With a team average of about 24 years of experience, we understand retirement plans are more than proposals and spreadsheets. We know how to help you navigate your role as a plan sponsor and we love what we do, providing unprecedented personal service and education to you and your participants. We’re immersed in all aspects of retirement and financial services and serve as a fiduciary for our clients.
We also provide comprehensive financial planning for individuals, families and corporations by combining our wealth management team’s expertise and experience with the most innovative financial software.
Our team is ready, willing and able to be your partner and do the hard work necessary to make your retirement plan and wealth plan successful.
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
Scott Schlappi
Rick Horton
Todd Schlappi
Ciara Hanratty
Camryn Holt
Nate Schlappi
Angela Talbot
Kelcy Koenig
Teresa DiGregorio
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
Is Your Retirement Plan on the Right Path?
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](https://hubrpw.com/wp-content/uploads/2025/04/Screenshot-2025-04-21-at-4.51.52 PM.png)
[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:
8777 N. Gainey Center Drive, Suite 201, Scottsdale, AZ 85258
Office Contact:
(Main) 480-505-0234
We’re by your side for all your needs, in business and in life.
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