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HUB Retirement

and Wealth Management

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

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Office Addresses:

2 Centerpointe Drive
Lake Oswego, OR 97035

Office Contact:

(Main) 503-451-7100

Let’s take your next financial step together!

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How We Help

Whether you want to promote better outcomes for your workforce or pursue your individual financial planning goals, we can help.

Retirement

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

Private Wealth

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

Financial Wellness

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

Our Story

At HUB Retirement and Private Wealth – Lake Oswego, our mission is to help promote better outcomes for your retirement plan participants and help you pursue your individual financial goals. We offer knowledgeable specialists who will tailor strategies to address your specific needs. As investment fiduciaries, we work solely on your behalf and are committed to your success.

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

Nick Kralj

Vice President, Retirement Plan Services

Ras Smith

Associate Advisor, Retirement Plan Services

Upcoming Events

Take a look at upcoming events hosted by our firm.

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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

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.

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Office Information

Hours of Operation:

Mon – Fri: 8:00 AM – 5:00 PM PST

Office Addresses:

2 Centerpointe Drive Lake Oswego, OR 97035

Office Contact:

(Main) 503-451-7100

We’re by your side for all your needs, in business and in life.

 

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We’re by your side for all your needs, in business and in life.