Winter Park, FL

HUB Retirement and Wealth Management

Dedicated to helping you and your organization get ready for tomorrow.

Contact Us

Quick Links

Office Address:

1560 Orange Avenue
Suite 750
Winter Park, FL 32789

Office Hours:

Monday
8:00 AM - 5:00 PM
Tuesday
8:00 AM - 5:00 PM
Wednesday
8:00 AM - 5:00 PM
Thursday
8:00 AM - 5:00 PM
Friday
8:00 AM - 5:00 PM

Office Contact:

(Main)
407-894-5431
(Toll-Free)
888-480-4008
(Fax)
407-629-6378

How We Help

Plan for your workforce. Plan for your future.

Retirement

We help you attract and retain employees with innovative retirement plan solutions.

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Private Wealth

Our mission is to help you define where you want to go and help you get there.

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Financial Wellness

We strive to help your employees reduce financial stress at work and pursue better outcomes.

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Our Story

We are HUB Winter Park

At HUB Retirement and Private Wealth – Winter Park, our mission is to help individuals and corporations with their qualified retirement plans. With deep roots in the community, and backed by HUB’s global resources, our top priority is to make sure our clients have a plan tailored to their specific business and individual needs that address their unique goals and circumstances now and in the future.

Joe DeNoyior

President of RPW · 4:12
Our Team

Expertise you can trust, from people who want to help.

Financial Consultants

Client Support

  • Jasmine Timothee

    Jasmine Timothee

    Retirement and Private Wealth Operations Manager

Upcoming Events

Take a look at upcoming events hosted by our firm.

NOV02
RETIREMENT RUNDOWNMaster Your Money Moves: Invest Smart and Catch Up with ConfidenceNovember 2, 2026 - January 1, 2027
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DEC09
RETIREMENT EDUCATION WEBINARSInvesting Wisely – 5 Keys to a Balanced Retirement PortfolioDecember 9
View
SEP09
RETIREMENT EDUCATION WEBINARSBuilding Your Financial Legacy: Estate Planning, Rollovers, and Education SavingsSeptember 9
View
JUL01
RETIREMENT RUNDOWNProtect Your Future: Safeguard Your Savings and Health in RetirementJuly 1 - October 5
View
JUN10
RETIREMENT EDUCATION WEBINARSPlanning for Social Security and Healthcare Costs in RetirementJune 10
View
APR13
RETIREMENT RUNDOWNFind Your Number: How to Stay on Track and Grow Your Nest EggApril 13 - June 30
View
MAR11
RETIREMENT EDUCATION WEBINARSSmart Tax Strategies for Your Retirement Accounts Live WebinarMarch 11
View
JAN06
RETIREMENT RUNDOWNDesign Your Future: Build the Blueprint for Your Ideal RetirementJanuary 6 - April 5
View
DEC10
RETIREMENT EDUCATION WEBINARSEconomic Update Live WebinarDecember 10, 2025 @ 11:00 AM CST - 12:00 PM CST CST
View
DEC01
RETIREMENT RUNDOWN7 Common Beliefs About Retirement That Aren’t TrueDecember 1, 2025 - December 31, 2025
View
NOV01
RETIREMENT RUNDOWN9 Questions to Ask Yourself Before Retiring​November 1, 2025 - November 30, 2025
View
OCT01
RETIREMENT RUNDOWNHow to Find Old Retirement Accounts and Consolidate Them​October 1, 2025 - October 31, 2025
View
SEP01
RETIREMENT RUNDOWN3 Big Risks You Might Face After Retiring ​September 1, 2025 - September 30, 2025
View
AUG01
RETIREMENT RUNDOWNThe Real Cost of Healthcare in Retirement and How to Prepare ​August 1, 2025 - August 31, 2025
View

Financial Insights

Make sense of your finances, one topic at a time

  1. NewslettersNewsletters HUB

    Reach for Retirement – Q4 2026

    Your HSA and your 401(k) do more together than either does alone, and the income behind both is worth protecting when benefits enrollment opens…

  2. FeaturedMarket Commentary

    Market Commentary: August 2026 Recap

    August brought a renewed rally in equities as strong technology earnings and optimism around AI helped lift markets, even as inflation concerns and rising…

  3. FeaturedMarket Commentary

    Market Commentary: July 2026 Recap

    July brought elevated volatility as geopolitical tensions, uncertainty around Federal Reserve policy, and concerns over whether AI-driven valuations and heavy capital spending could be…

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Request a meeting with one of our financial advisors to review your retirement accounts and other financial questions you may have. Financial consultations are included as a part of the retirement plan benefit your employer provides.
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