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 – 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
Upcoming Events
Take a look at upcoming events hosted by the HUB Miami Office.
7 Must-Know Retirement Terms
Is Your Retirement Plan on the Right Path?
The Real Cost of Healthcare in Retirement and How to Prepare
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://www.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 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
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