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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:

9100 South Dadeland Boulevard
Suite 1603
Miami, FL 33156

Office Contact:

(Main) 305-670-7088
(Toll-Free) 888-229-7163
(Fax) 305-670-9083

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

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 Wealth Management – Miami, we utilize a Personal Retirement Analysis (PRA) to map out a custom retirement strategy for our clients. We do this by gathering facts about our clients and getting to know what is important to them and their family. This analysis will help to determine the best fit for the client.

We use a custom approach for each and every client. The study will help you determine what you can spend in retirement, whether or not to pay off your mortgage, what amount of money should be kept in savings, as well as the best place to invest your money based on your risk tolerance.

We want to help you obtain your retirement goals, dreams, and objectives.

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

ADVISOR PROFILES COMING SOON

Upcoming Events

Take a look at upcoming events hosted by the HUB Miami Office.

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

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

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.

Office Information

Hours of Operation:

Mon – Fri: 8:00 AM – 5:00 PM EST

Office Addresses:

9100 South Dadeland Boulevard Suite 1603 Miami, FL 33156

Office Contact:

(Main) 305-670-7088
(Toll-Free) 888-229-7163
(Fax) 305-670-9083

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.