HUB Retirement and Wealth Management
Scottsdale, Arizona
Office Address
8777 N. Gainey Center Drive
Suite 201
Scottsdale, AZ 85258
Hours of Operation:
Mon – Fri: 8:00 AM – 5:00 PM
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.
How We Help
Whether you want to promote better outcomes for your workforce or pursue your individual financial planning goals, we can help.
Retirement
We help you attract and retain employees with innovative retirement plan solutions
Private Wealth
Our mission is to help you define where you want to go and help you get there
Financial Wellness
We strive to help your employees reduce financial stress at work and pursue better outcomes
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
Teresa DiGregorio
Client Support
Shelley Totah, APA, CPFA
Heath Fagen, AIF, CPFA
Jerry Osti, CPFA
Chelsea Newton, CPFA
Isa Totah, CPFA
Sonya Spagnola
Barbara Otradovec
Upcoming Events
Explore a series of events tailored for individuals and organizations, featuring strategies for retirement planning, wealth growth, and more. Learn what you need to thrive.
We’re by your side for all your needs, in business and in life.
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