SOUTH PORTLAND, ME
HUB 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:
30 Donald B Dean Drive
South Portland, ME 04106
Office Contact:
(Main) 800-777-5244
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 Private Wealth – South Portland, we have been serving the needs of our personal and corporate clients since 1988. We offer a range of services to address the needs of a wide spectrum of clients. Our primary areas of proficiency are providing fiduciary services in personal planning, wealth management, and corporate retirement plan services.
We are holistic financial planners who work with individuals and families to lay the groundwork for success through all phases of life. We will review all phases of your financial life, from asset growth and accumulation to retirement planning, estate planning, risk management, business planning, and taxation. Our consultative team approach to investment and advisory services means that we work with you on an ongoing basis to monitor and manage your investments, and we continually look for new and creative ways to grow your wealth.
In addition, we help employers manage risk with retirement plans that deliver optimum investment options and services, and improve employees’ retirement readiness. Our core focus is on helping employer’s maximize their fiduciary protection, putting our investment knowledge to work for them, designing a plan to maximize satisfaction, and helping their employees make better financial decisions.
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
James Kos
Mark Gosselin
Peter Fendler
Raymond Emery
Zach Wielgoszinski
Client Support
Molly Lombard
Pam Kramer
Todd Gibson
Tracey Fogg
Upcoming Events
Take a look at upcoming events hosted by our firm.
Is Your Retirement Plan on the Right Path?
The Real Cost of Healthcare in Retirement and How to Prepare
3 Big Risks You Might Face After Retiring
Financial Insights
Gain valuable knowledge and expert guidance on managing your finances with our latest insights and resources.
Market Commentary: Mid‑Year Market Check‑In
There were many “good vibrations” for investors in June and the second half of Q2 2025. Stocks were up across all major US market segments, non-US stocks continued to deliver positive results, and bonds added value. The familiar refrain of big cap growth and technology stocks resonated with investors who showed renewed confidence in the US equity markets after a painful end to Q1 2025.
June Market Commentary: Markets Search for Solid Ground
Despite a strong rally in U.S. stocks in May, uncertainty still looms. Optimism surrounding paused tariffs and potential trade resolutions lifted markets, but caution remains due to rising interest rates, a growing U.S. deficit, and a fresh debt downgrade.
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.
Office Information
Hours of Operation:
Mon – Fri: 8:30 AM – 4:30 PM EST
Office Addresses:
30 Donald B Dean Drive, South Portland, ME 04106
Office Contact:
(Main) 800-777-5244
We’re by your side for all your needs, in business and in life.
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