HUB Retirement and Wealth Management operates as a specialized practice group within HUB International, a leading global insurance brokerage and financial services firm. The practice was significantly expanded through the acquisition of Washington Financial Group (WFG) in January 2019. It offers a dual focus on institutional retirement plan consulting for businesses and private wealth management for individuals and families, providing services such as financial planning, investment management, and fiduciary guidance to help clients achieve their long-term financial goals.

Founded in

United States