SANDY, UT
HUB Retirement
and Wealth Management
Dedicated to helping you and your organization get ready for tomorrow.
Our Services
Our Story
Events
Office InfoOffice Addresses:
10011 Centennial Parkway Suite 300 Sandy, UT 84070
Office Addresses:
75 West Towne Ridge Parkway Tower 2, Suite 400 Sandy, UT 84070
Office Contact:
(Main) 801-943-2600
(Toll-Free) 800-748-5012
(Fax) 801-943-3889
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
Private Wealth
Financial Wellness
Our Story
At HUB Retirement and Wealth Management – Sandy, our mission is to provide proactive, comprehensive investment and retirement plan consulting services to corporations, governmental entities, and nonprofit organizations with plan assets from $1 million up to multi-billion dollar plans. While their industries and employee sizes may differ, most have one thing in common: the desire to take their retirement plan to the next level.
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
Angie Mirrione
Blake Schreck
Charlotte Macfarlane
Doug Macdonald
Kirk Welch
Spencer Welch
Zac Huish
Client Support
Tamara Stewart
Upcoming Events
Take a look at upcoming events hosted by our firm.
Financial Insights
Gain valuable knowledge and expert guidance on managing your finances with our latest insights and resources.
![[Video] Q2 2025 Economic and Market Commentary](https://www.hubrpw.com/wp-content/uploads/2025/07/Screenshot-2025-07-15-at-2.04.10 PM.png)
[Video] Q2 2025 Economic and Market Commentary
Q2 2025 was shaped by the “Tariff Two-Step”—a swift policy reversal that triggered both a market drop and a quick...
Market Commentary: Mid‑Year Market Check‑In
There were many “good vibrations” for investors in June and the second half of Q2 2025. Stocks were up across all major US market segments, non-US stocks continued to deliver positive results, and bonds added value. The familiar refrain of big cap growth and technology stocks resonated with investors who showed renewed confidence in the US equity markets after a painful end to Q1 2025.
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.
Office Information
Hours of Operation:
Mon – Fri: 8:00 AM – 5:00 PM MST
Office Addresses:
10011 Centennial Parkway, Suite 300, Sandy, UT 84070
75 West Towne Ridge Parkway Tower 2, Suite 400, Sandy, UT 84070
Office Contact:
(Main) 801-943-2600
(Toll-Free) 800-748-5012
(Fax) 801-943-3889
We’re by your side for all your needs, in business and in life.
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