Broker Check

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.

Inflation & Retirement

Inflation & Retirement

See how inflation over time could affect the purchasing power of your retirement income.
Timing Your Retirement

Timing Your Retirement

This short video illustrates the importance of understanding sequence of returns risk.
Year-End Moves to Help You Prepare for Retirement

Year-End Moves to Help You Prepare for Retirement

Smart end-of-year moves to protect your wealth and help you get prepared for a confident retirement.
Understanding Qualified Charitable Distributions

Understanding Qualified Charitable Distributions

Use this handy, informative article to help your clients understand Qualified Charitable Distributions (QCDs).

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.

Have a Question?

Thank you!
Oops!