Our Story

At HUB Retirement and Private Wealth – South Portland, we have been serving the needs of our personal and corporate clients since 1988. We offer a range of services to address the needs of a wide spectrum of clients. Our primary areas of proficiency are providing fiduciary services in personal planning, wealth management, and corporate retirement plan services.

We are holistic financial planners who work with individuals and families to lay the groundwork for success through all phases of life. We will review all phases of your financial life, from asset growth and accumulation to retirement planning, estate planning, risk management, business planning, and taxation. Our consultative team approach to investment and advisory services means that we work with you on an ongoing basis to monitor and manage your investments, and we continually look for new and creative ways to grow your wealth.

In addition, we help employers manage risk with retirement plans that deliver optimum investment options and services, and improve employees’ retirement readiness. Our core focus is on helping employer’s maximize their fiduciary protection, putting our investment knowledge to work for them, designing a plan to maximize satisfaction, and helping their employees make better financial decisions.