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Providing Guidance Through Life’s Transitions

Providing Guidance Through Life’s Transitions

At WealthHub, our multigenerational advisory team has over 40 years of experience to help guide you through life’s unexpected challenges towards your goals and dreams. As an independent, financial firm, we work together with you to help you successfully plan for your ideal retirement.

Our Innovative and Educational Approach

Our Innovative and Educational Approach

Our advisory team has a planning-first educational approach to help you better understand your retirement options. We also utilize the latest technological resources to help provide you with services that match with keeping your goals on track.

Comprehensive Financial Services to Meet Your Unique Needs

Explore Our Services Now

At WealthHub, we understand that a financial plan should never be one-size-fits-all. We offer a variety of services tailored to your specific situation, budget, and future financial plans.

Who WealthHub Serves

Individuals & Families

WealthHub’s experienced advisors can provide financial solutions that are tailored to fit an individual’s or family’s specific goals and needs.

Pre-Retirees & Retirees

If retirement is around the corner or you’re already enjoying it, our team can help you navigate finances at this stage of life.

Business Owners

Owning a business presents unique challenges for retirement planning. Let our experienced team help you build a solid financial foundation to help protect assets now and into the future.

Corp. Execs & Employees

You’ve worked hard in your career; now it’s time for your assets to work hard for you with a strategic financial plan that helps you meet your financial goals and objectives.

Secure Your Financial Future Today

Secure Your Financial Future Today

WealthHub provides an above-and-beyond service that helps you create a financial plan that leads to ideal retirement living. Schedule a call with one of our advisors by clicking below.

Meet Our Professional Advisory Team

Our advisory team builds trust and loyalty, helping you feel confident that we can tailor a plan to meet your retirement goals and future financial needs.

Mary Leneghan, CFP®

Mary Leneghan, CFP®

Investment Advisor Representative

Support

Kat Furlong

Administrative Assistant

Improve Your Financial Literacy With Comprehensive Resources

WealthHub helps you invest in improving your financial literacy with proven resources that guide you toward well-informed decisions so your financial goals stay on track.

What to Expect in Your First Year of Retirement

What to Expect in Your First Year of Retirement

A visual comparison showing how daily life, income, and routines often shift during the first year of retirement.
A Fruitful Retirement: Social Security Benefit

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.
IRA Withdrawals that Escape the 10% Tax Penalty

IRA Withdrawals that Escape the 10% Tax Penalty

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Caring for Aging Parents

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.

Take Charge of Your 401(k)

Keep up with your financial needs while avoiding common (and expensive) rollover mistakes. We put together this guide to help you potentially save thousands in taxes and fees, tips for speeding up retirement preparations, and critical mistakes to avoid.

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