WILMINGTON, MA
HUB Retirement
and Wealth Management
Dedicated to helping you and your organization get ready for tomorrow.
Our Services
Our Story
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Office Addresses:
300 Ballardvale Street Wilmington, MA 01887
Office Contact:
(Main) 978-657-5100
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 – Wilmington, our mission is to deliver leadership to plan stewards in their moral, ethical and governance obligations in striving to provide what is in the best interest of their employees, while maximizing their company ROI.
Our experienced team is committed to assisting plan sponsors in the process of fiduciary governance relative to 401(k) and 403(b) plans. We employ globally accepted fiduciary standards of excellence that will not only help organizations in their pursuit of complying with ERISA obligations but strives to promote successful retirement outcomes for their employees and improving the company’s bottom line.
We are a high-impact firm with a low-impact cost.
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
David Hauptman
Doug Johnson
Joe Bonasera
Matt Greene
Trish Gildea
Client Support
Angela Walsh
Brian Babcock
Brian Day
Chris Cadigan
Corey Camara
Gloria Reddivari
Olivia Chub
Paul Knisell
Peter Simeone
Upcoming Events
Take a look at upcoming events hosted by our firm.
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.
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.
![[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...
Office Information
Hours of Operation:
Mon – Fri: 8:00 AM – 5:00 PM
Office Addresses:
300 Ballardvale Street Wilmington, MA 01887
Office Contact:
(Main) 978-657-5100
We’re by your side for all your needs, in business and in life.
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