Wealth Management

Financial advice that puts you first and
helps you get ready for tomorrow.
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Comprehensive Wealth Management

We build strategies around your life, not the other way around. As fiduciaries, we provide unbiased advice focused entirely on your goals—whether that’s maximizing equity compensation, planning for retirement, protecting your assets, or creating a legacy. You bring the vision for your financial future. We bring the expertise, planning, and accountability to make it happen.

Who We Serve

Wherever you are in your wealth journey, we meet you there with the right strategy for your stage.

Building Wealth

Career momentum, equity compensation basics, diversification strategy, tax-efficient investing, retirement account optimization.

Growing Wealth

Concentrated stock positions, executive compensation, tax-loss harvesting, alternative investments, real estate planning, philanthropic strategy.

Protecting Wealth

Estate planning, asset protection structures, insurance optimization, trust administration, beneficiary coordination, risk mitigation.

Transitioning Wealth

Retirement income planning, business succession, portfolio drawdown strategy, required distributions, healthcare costs, legacy and generational transfer.

People-First. Fiduciary Always.

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What you get: Plan. Portfolio. Partnership.

A clear plan, professional portfolio management, and coordinated wealth & legacy support.

Investment Solutions

Keep your money working toward your goals.

Services:

  • Investment policy & goal-based planning

  • Diversified asset allocation & oversight

  • Performance measurement and reporting

  • Ongoing allocation review & rebalancing

Wealth Management

A coordinated plan for every part of your financial life.

Services:

  • Integration of investment, estate, and tax planning

  • Coordination with your CPA, attorney, and other professionals

  • Guidance on strategic risks and opportunities (equity comp, liquidity, concentration)

  • Efficient management of trusts and estates

Estate and Charitable Planning

Protect what you’ve built and amplify your impact.

Services:

  • Philanthropic vision and strategy

  • Philanthropic governance

  • Family education and legacy planning

HUB RPW by the Numbers

$207B+

retirement plan & private wealth assets under advisement*
10,000+
retirement plans supported nationwide

Advisors You Can Trust

Independent, conflict-free advice coordinated across your whole financial life.

Conflict-free Advice

As a fiduciary, we recommend what’s in your best interest—transparent fees, no product quotas, no hidden incentives.

Seasoned Expertise

Credentialed professionals experienced with equity compensation, liquidity events, concentrated positions, trusts and estates.

Fiduciary Standard

We are obligated to put your needs first and document the rationale behind every recommendation.

Vetted Professionals

Rigorous screening, ongoing training, and supervision so you can rely on consistent, high-quality guidance.

Collaborative Approach

We coordinate with your CPA, attorney, and other partners so your plan works seamlessly in real life.

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Our Process

When you work with HUB, you work with a dedicated team of investment professionals that work hard to help you achieve your financial goals. We follow a defined process to earn your confidence and help you achieve those goals. Below is a high-level overview of the process.

Your Complete Wealth System

Your advisor sets the strategy; our technology keeps everything connected and actionable. See your finances clearly, take action quickly, and collaborate without the back-and-forth.

Your Complete Wealth System

Your advisor sets the strategy; our technology keeps everything connected and actionable. See your finances clearly, take action quickly, and collaborate without the back-and-forth.

Let’s Plan Your Next Step Together.

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Tell us a bit about yourself and we’ll reach out to schedule a conversation.

* HUB International Limited (“HUB International”) is the parent company to HUB Retirement and Wealth RIAs providing investment advisory and management services to its respective clients, under the general trade name of HUB Retirement and Private Wealth. All current HUB International RIAs maintain a combined total of [$207,972,699,200] in aggregated regulatory assets under management (“Aggregated AUM”), based on the reported AUM for each respective individual HUB RIA effective as of December 31, 2025. The HUB RIAs and the respective Aggregated RAUM include the following: GRP Financial [169,584,566,299]; HUB Investment Partners [27,506,701,567]; RPA Financial [10,881,431,334]. The AUM reported for HUB Investment Partners includes the regulatory assets under management of HUB Investment Advisors and Taylor Advisors, both of which joined HUB Investment Partners effective March 30, 2026. Additional information for each individual HUB RIA may be found in the respective Form ADV available on the SEC’s IAPD website at adviserinfo.sec.gov.