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Our Commitment to You
Your first conversation with HUB Wealth Strategies will be centered around getting to know each other and determining if we are a good fit in the partnership of a working engagement. We believe in building meaningful and lasting relationships with our clients. We focus on you and your family, not just your financial footprint.
Once we get to know each other and determine that moving forward together is the right step, we will begin to modeling and discussing your data and present financial position to conduct what we refer to as “The financial MRI.”
In our planning philosophy there are (4) themes:
- Avoid/Transfer Financial Threats – Specifically their consequences.
- Cash Flow/Income is the center of fostering financial outcomes
- Fulfill Obligations
- Pursue Opportunities (both known and unknown)
Your first conversation with HUB Wealth Strategies will be centered around getting to know each other and determining if we are a good fit in the partnership of a working engagement. We believe in building meaningful and lasting relationships with our clients. We focus on you and your family, not just your financial footprint.
Once we get to know each other and determine that moving forward together is the right step, we will begin to modeling and discussing your data and present financial position to conduct what we refer to as “The financial MRI.”
In our planning philosophy there are (4) themes:
- Avoid/Transfer Financial Threats – Specifically their consequences.
- Cash Flow/Income is the center of fostering financial outcomes
- Fulfill Obligations
- Pursue Opportunities (both known and unknown)
HUB Wealth Strategies is dedicated to providing a diverse, inclusive and collaborative culture that serves all with the utmost respect. We endeavor to build lasting relationships that allow our clients to live their best life. A life of fulfillment, confidence, empowerment and freedom.
HUB Wealth Strategies is dedicated to providing a diverse, inclusive and collaborative culture that serves all with the utmost respect. We endeavor to build lasting relationships that allow our clients to live their best life. A life of fulfillment, confidence, empowerment and freedom.
Park Avenue Securities Form CRS
CHECK THE BACKGROUND OF OUR INVESTMENT PROFESSIONALS ON FINRA’S BROKERCHECK.
This website is intended for general public use and is for educational purposes only. By providing this content, Park Avenue Securities LLC is not undertaking to provide any recommendations or investment advice regarding any specific account type, service, investment strategy, or product to any specific individual or situation or to otherwise act in any fiduciary or other capacity. Please contact a financial professional for guidance and information that is specific to your individual situation.
Securities products and advisory services are offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 160 Gould Street, suite 310, Needham, MA 02494,
781-449-4402. PAS is a wholly-owned subsidiary of the Guardian Life Insurance Company of America® (Guardian), New York, NY. HUB Wealth Strategies is not an affiliate or subsidiary of PAS or Guardian. 2024-168486 Exp 3/26
Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation.
Park Avenue Securities Form CRS
COPYRIGHT © 2024 HUB WEALTH STRATEGIES - ALL RIGHTS RESERVED.
CHECK THE BACKGROUND OF OUR INVESTMENT PROFESSIONALS ON FINRA’S BROKERCHECK.
THIS WEBSITE IS INTENDED FOR GENERAL PUBLIC USE AND IS FOR EDUCATIONAL PURPOSES ONLY. BY PROVIDING THIS CONTENT, PARK AVENUE SECURITIES LLC IS NOT UNDERTAKING TO PROVIDE ANY RECOMMENDATIONS OR INVESTMENT ADVICE REGARDING ANY SPECIFIC ACCOUNT TYPE, SERVICE, INVESTMENT STRATEGY OR PRODUCT TO ANY SPECIFIC INDIVIDUAL OR SITUATION, OR TO OTHERWISE ACT IN ANY FIDUCIARY OR OTHER CAPACITY. PLEASE CONTACT A FINANCIAL PROFESSIONAL FOR GUIDANCE AND INFORMATION THAT IS SPECIFIC TO YOUR INDIVIDUAL SITUATION.
SECURITIES PRODUCTS AND ADVISORY SERVICES OFFERED THROUGH PARK AVENUE SECURITIES LLC (PAS), MEMBER FINRA, SIPC.. OSJ: 160 GOULD STREET, SUITE 310, NEEDHAM, MA 02494, 781-449-4402. PAS IS A WHOLLY-OWNED SUBSIDIARY OF THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA® (GUARDIAN), NEW YORK, NY. HUB WEALTH STRATEGIES IS NOT AN AFFILIATE OR SUBSIDIARY OF PAS OR GUARDIAN. 2024-168486 Exp 3/26
Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation.
