HUB International Three Rivers has expanded its depth and expertise within Retirement & Private Wealth by the acquisition of Heritage Wealth Management Group in June 2022. With roots dating back to 1992, Heritage brings extensive experience in comprehensive personal financial planning & investment management for families and foundations as well as corporate qualified & nonqualified plans, business succession, and buy/sell planning. HUB Private Wealth utilizes a “client first” mindset to provide diverse guidance and unbiased, revenue neutral recommendations to help our clients accomplish their personal financial goals. We recognize that each person’s situation is different. Accordingly, our approach will be to pursue an in-depth understanding of your financial situation and the personal values you hold and develop an overall wealth management plan tailored to your specific set of circumstances.
Our Retirement & Private Wealth practice offers comprehensive client services at the plan sponsor, participant and individual level. Utilizing our highly experienced team, we provide innovative retirement planning services to organizations and their employees, and wealth management services to individuals. We differentiate ourselves by thinking strategically and long-term with our clients, to ensure that their business objectives fully align with their retirement plan strategy. Through independent objectivity, we are vendor and investment neutral, helping to ensure transparency in making investment recommendations and decisions. Our strong fiduciary processes mitigate risk for plan fiduciaries while delivering successful “retirement ready” outcomes for your team members. Advisory services offered through Global Retirement Partners, LLC (GRP), an SEC-registered investment advisor and wholly owned subsidiary of HUB International.
Backed by HUB’s global resources, we provide value-added capabilities to our customers, including property & casualty, employee benefits, retirement and private wealth, personal lines, risk management solutions, superior claims management, loss control and many other services, while offering coverage throughout North America and internationally. Our top priority is to make sure our clients have a plan tailored to their specific business and individual needs that addresses their unique goals and circumstances now and in the future.
