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 – Tulsa, our mission is to provide outstanding portfolio performance and an unparalleled level of client interaction and service.
Our clients enjoy the security of knowing that a manager is always monitoring their portfolio and adjusting to the ever-changing economy. We aim to construct and rebalance your portfolio to create the greatest possible, risk-adjusted returns. We accomplish this by offering unique investment solutions through a more defined, flexible, and disciplined security selection process than our competitors.
By narrowing our focus to a select group of high-net-worth individuals and concentrating on results, indeed, we have created a truly unique investment experience.
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.
3 Big Risks You Might Face After Retiring ​
How to Find Old Retirement Accounts and Consolidate Them​
9 Questions to Ask Yourself Before Retiring​
Financial Insights
Gain valuable knowledge and expert guidance on managing your finances with our latest insights and resources.
Market Commentary: August 2025 Recap
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Market Commentary: July 2025 Recap
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2025 Mid-Year Roundtable Summary
Office Information
Hours of Operation:
Mon – Fri: 8:00 AM – 5:00 PM CST
Office Addresses:
4521 East 91st Street, Suite 300, Tulsa, OK 74137
Office Contact:
(Main) 918-392-1990
(Fax) 918-392-1991
We’re by your side for all your needs, in business and in life.
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