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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Employee Retirement Plans
Employer sponsored retirement plans prepare today’s employees for tomorrow. Learn about the types of retirement plans available at HUB.
-
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!
-
Employee Financial Wellness
Let’s help your employees develop good money management skills, reduce debt and save for retirement with an employee financial wellness plan!
-
Employee Retirement Plans
Employer sponsored retirement plans prepare today’s employees for tomorrow. Learn about the types of employee retirement plans available at HUB.
-
Executive Benefits
Let’s give your top talent the executive benefits they deserve. Contact HUB to learn about our executive benefits services today.
-
Fiduciary Risk Management
HUB helps retirement plan sponsors manage fiduciary risk in a complex legal and regulatory landscape. Learn more about our fiduciary risk management services.
-
HUB Managed Account Services
HUB managed account services allow employers to offer a personalized retirement investment strategy for each employee. Contact us to learn more.
-
Private Wealth Management
HUB’s private wealth management services are designed to help your financial planning, make informed choices & get closer to your long-term goals. Learn more!
-
Small Business Retirement Plan
HUB Retirement Select can help you administer a 401(k) plan that helps employees save for retirement! Learn more about small business retirement plans here!
-
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
-
Employee Retirement Plans
Employer sponsored retirement plans prepare today’s employees for tomorrow. Learn about the types of retirement plans available at HUB.
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!
-
Employee Financial Wellness
Let’s help your employees develop good money management skills, reduce debt and save for retirement with an employee financial wellness plan!
-
Employee Retirement Plans
Employer sponsored retirement plans prepare today’s employees for tomorrow. Learn about the types of employee retirement plans available at HUB.
-
Executive Benefits
Let’s give your top talent the executive benefits they deserve. Contact HUB to learn about our executive benefits services today.
-
Fiduciary Risk Management
HUB helps retirement plan sponsors manage fiduciary risk in a complex legal and regulatory landscape. Learn more about our fiduciary risk management services.
-
HUB Managed Account Services
HUB managed account services allow employers to offer a personalized retirement investment strategy for each employee. Contact us to learn more.
-
Private Wealth Management
HUB’s private wealth management services are designed to help your financial planning, make informed choices & get closer to your long-term goals. Learn more!
-
Small Business Retirement Plan
HUB Retirement Select can help you administer a 401(k) plan that helps employees save for retirement! Learn more about small business retirement plans here!
-
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.
-
Employee Retirement Plans
Employer sponsored retirement plans prepare today’s employees for tomorrow. Learn about the types of retirement plans available at HUB.
-
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!
-
Employee Financial Wellness
Let’s help your employees develop good money management skills, reduce debt and save for retirement with an employee financial wellness plan!
-
Employee Retirement Plans
Employer sponsored retirement plans prepare today’s employees for tomorrow. Learn about the types of employee retirement plans available at HUB.
-
Executive Benefits
Let’s give your top talent the executive benefits they deserve. Contact HUB to learn about our executive benefits services today.
-
Fiduciary Risk Management
HUB helps retirement plan sponsors manage fiduciary risk in a complex legal and regulatory landscape. Learn more about our fiduciary risk management services.
-
HUB Managed Account Services
HUB managed account services allow employers to offer a personalized retirement investment strategy for each employee. Contact us to learn more.
-
Private Wealth Management
HUB’s private wealth management services are designed to help your financial planning, make informed choices & get closer to your long-term goals. Learn more!
-
Small Business Retirement Plan
HUB Retirement Select can help you administer a 401(k) plan that helps employees save for retirement! Learn more about small business retirement plans here!
-
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
-
Employee Retirement Plans
Employer sponsored retirement plans prepare today’s employees for tomorrow. Learn about the types of retirement plans available at HUB.
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!
-
Employee Financial Wellness
Let’s help your employees develop good money management skills, reduce debt and save for retirement with an employee financial wellness plan!
-
Employee Retirement Plans
Employer sponsored retirement plans prepare today’s employees for tomorrow. Learn about the types of employee retirement plans available at HUB.
-
Executive Benefits
Let’s give your top talent the executive benefits they deserve. Contact HUB to learn about our executive benefits services today.
-
Fiduciary Risk Management
HUB helps retirement plan sponsors manage fiduciary risk in a complex legal and regulatory landscape. Learn more about our fiduciary risk management services.
-
HUB Managed Account Services
HUB managed account services allow employers to offer a personalized retirement investment strategy for each employee. Contact us to learn more.
-
Private Wealth Management
HUB’s private wealth management services are designed to help your financial planning, make informed choices & get closer to your long-term goals. Learn more!
-
Small Business Retirement Plan
HUB Retirement Select can help you administer a 401(k) plan that helps employees save for retirement! Learn more about small business retirement plans here!
-
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.