TULSA, OK
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:
4521 East 91st Street
Suite 300
Tulsa, OK 74137
Office Contact:
(Main) 918-392-1990
(Fax) 918-392-1991
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 – 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
Charles Fuller
Dennis Bielik
Tom Ditzer
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 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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