HUB International Limited (Hub), a leading full-service global insurance brokerage and financial services firm, announced that it has acquired the assets of Heritage Wealth Management Group, LLC (Heritage Wealth Management Group). Terms of the transaction were not disclosed.
Located in Moon Township, Pennsylvania, Heritage Wealth Management Group is an independent financial services firm helping clients in Western Pennsylvania establish and maintain their long-term financial goals. Heritage Wealth Management Group has 300 clients with assets of more than $205 million as of January 2022.
“We are excited to welcome Mike and the team to Hub,” said Joe DeNoyior, President of Hub Retirement and Wealth Management. “Their experience both on the plan side and serving wealth management clients with their “client first” approach which aligns to the HUB RPW service model.”
Michael Finnell, President of Heritage Wealth Management Group, and the Heritage Wealth Management Group team will join Hub HDH.
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Hub Retirement and Private Wealth (“RPW”) offers institutional and retirement services to for-profit and not-for-profit organizations and customized private wealth management services to individuals and families. Employees of Hub International offer securities through partner Broker Dealers not affiliated with Hub. Employees of Hub provide advisory services through both affiliated and unaffiliated Registered Investment Advisors (RIA). Global Retirement Partners, LLC, Millennium Advisory Services, Inc, TCG Advisors, Hub Investment Advisors, LLC, HUB International Investment Advisory Services, Inc., and Sheridan Road Advisors, LLC are wholly owned subsidiaries of Hub International. Learn more about Hub Retirement and Private Wealth.
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