HUB International Houston (Retirement/Wealth Management)
- Employee Benefits
- Retirement & Private Wealth
Office Contact
- 281-580-8300 Main
Office Address
HUB Retirement and Wealth Management is open for business by appointment. Masks are encouraged.
Get the Details
As part of its mission to expand comprehensive client services to plan sponsors, plan participants and individual wealth clients across the State of Texas and beyond, HUB International acquired Peak Financial Group, LLC in March 2019.
We offer institutional investment consulting, participant services, executive benefits, financial planning and private wealth management. Our national team of Retirement and Private Wealth Advisors, Relationship Managers, Investment Analysts and Home Office Support Staff help manage fiduciary risk, analyze quality investment options and streamline service solutions in order to provide meaningful results for plan sponsors and their employees.
We are based in Houston, TX, and currently service HUB offices across the state of Texas, including Dallas, Fort Worth, Plano and El Paso.
Securities and Retirement Plan Consulting Program advisory services offered through LPL Financial, Member FINRA/SIPC, a registered investment advisor. Other advisory services offered through Global Retirement Partners, LLC (GRP), and HUB International Investment Advisor Services LLC (HIIA), both SEC registered investment advisors. Insurance services offered through HUB International. GRP, HIIA, HUB International and HUB Retirement and Wealth Management are not affiliated with LPL Financial. HUB Retirement and Wealth Management is the approved name under which LPL Financial business is conducted.
Associations
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Executive Benefits
Executive benefits plans play a major role in attracting and retaining senior executives. Learn about HUB’s executive benefits solutions.
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Retirement Services
Work with HUB to develop a retirement services strategy to promote better outcomes for your retirement plan participants or pursue individual financial goals!
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Private Client Insurance
Our insurance and risk management experts specialize in developing tailored private client insurance solutions in order to protect your family and lifestyle.
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Family Office Risk Management
HUB specializes in tailored solutions to protect high net worth family & estate assets. Learn more about family office risk management offerings!
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High Net Worth Individuals & Families
HUB's insurance and risk management experts specialize in developing personalized risk solutions for high net worth individuals and families. Learn more here!
-
Wealth Advisors
Personal wealth often comes with a complex mix of business, professional and personal interests. Connect with a HUB wealth advisor to help mange risk!
Employee Benefits
-
Executive Benefits
Executive benefits plans play a major role in attracting and retaining senior executives. Learn about HUB’s executive benefits solutions.
Retirement and Private Wealth
-
Retirement Services
Work with HUB to develop a retirement services strategy to promote better outcomes for your retirement plan participants or pursue individual financial goals!
-
Private Client Insurance
Our insurance and risk management experts specialize in developing tailored private client insurance solutions in order to protect your family and lifestyle.
-
Family Office Risk Management
HUB specializes in tailored solutions to protect high net worth family & estate assets. Learn more about family office risk management offerings!
-
High Net Worth Individuals & Families
HUB's insurance and risk management experts specialize in developing personalized risk solutions for high net worth individuals and families. Learn more here!
-
Wealth Advisors
Personal wealth often comes with a complex mix of business, professional and personal interests. Connect with a HUB wealth advisor to help mange risk!
HUB Gives Is How We Give Back
Each of us has something to give — and at HUB, we believe in giving back to the communities in which we live and work, making them stronger now and in the future. HUB Gives is our way of donating our time, creativity, passion and connections to community projects that make a difference.
At HUB Houston, we’ve chosen projects and associations that do everything from improve the education of children with neurological differences to supporting a nonprofit theater where artists can express themselves.
Associations
As part of its mission to expand comprehensive client services to plan sponsors, plan participants and individual wealth clients across the State of Texas and beyond, HUB International acquired Peak Financial Group, LLC in March 2019.
We offer institutional investment consulting, participant services, executive benefits, financial planning and private wealth management. Our national team of Retirement and Private Wealth Advisors, Relationship Managers, Investment Analysts and Home Office Support Staff help manage fiduciary risk, analyze quality investment options and streamline service solutions in order to provide meaningful results for plan sponsors and their employees.
We are based in Houston, TX, and currently service HUB offices across the state of Texas, including Dallas, Fort Worth, Plano and El Paso.
Securities and Retirement Plan Consulting Program advisory services offered through LPL Financial, Member FINRA/SIPC, a registered investment advisor. Other advisory services offered through Global Retirement Partners, LLC (GRP), and HUB International Investment Advisor Services LLC (HIIA), both SEC registered investment advisors. Insurance services offered through HUB International. GRP, HIIA, HUB International and HUB Retirement and Wealth Management are not affiliated with LPL Financial. HUB Retirement and Wealth Management is the approved name under which LPL Financial business is conducted.
-
Executive Benefits
Executive benefits plans play a major role in attracting and retaining senior executives. Learn about HUB’s executive benefits solutions.
-
Retirement Services
Work with HUB to develop a retirement services strategy to promote better outcomes for your retirement plan participants or pursue individual financial goals!
-
Private Client Insurance
Our insurance and risk management experts specialize in developing tailored private client insurance solutions in order to protect your family and lifestyle.
-
Family Office Risk Management
HUB specializes in tailored solutions to protect high net worth family & estate assets. Learn more about family office risk management offerings!
-
High Net Worth Individuals & Families
HUB's insurance and risk management experts specialize in developing personalized risk solutions for high net worth individuals and families. Learn more here!
-
Wealth Advisors
Personal wealth often comes with a complex mix of business, professional and personal interests. Connect with a HUB wealth advisor to help mange risk!
Employee Benefits
-
Executive Benefits
Executive benefits plans play a major role in attracting and retaining senior executives. Learn about HUB’s executive benefits solutions.
Retirement and Private Wealth
-
Retirement Services
Work with HUB to develop a retirement services strategy to promote better outcomes for your retirement plan participants or pursue individual financial goals!
-
Private Client Insurance
Our insurance and risk management experts specialize in developing tailored private client insurance solutions in order to protect your family and lifestyle.
-
Family Office Risk Management
HUB specializes in tailored solutions to protect high net worth family & estate assets. Learn more about family office risk management offerings!
-
High Net Worth Individuals & Families
HUB's insurance and risk management experts specialize in developing personalized risk solutions for high net worth individuals and families. Learn more here!
-
Wealth Advisors
Personal wealth often comes with a complex mix of business, professional and personal interests. Connect with a HUB wealth advisor to help mange risk!
HUB Gives Is How We Give Back
Each of us has something to give — and at HUB, we believe in giving back to the communities in which we live and work, making them stronger now and in the future. HUB Gives is our way of donating our time, creativity, passion and connections to community projects that make a difference.
At HUB Houston, we’ve chosen projects and associations that do everything from improve the education of children with neurological differences to supporting a nonprofit theater where artists can express themselves.