About Us
Customized Financial Guidance For Life’s Transitions
WealthHub’s professional advisory team has the experience to help guide you through life’s transitions or unexpected challenges. Let us help you build a retirement plan you can trust to meet your ideal financial future.
Multigenerational Support for Today and Tomorrow
At WealthHub, we are adding the next generation of talent to our team of advisors to enhance the loyalty we value so highly from our clients. This helps us ensure that our services stay consistent with your goals over the coming months, years, and decades.
Comprehensive Financial Planning for Every Life Situation
Our services are designed to provide you with financial planning support for every life situation. Whether you need financial services for yourself, your family, or as a business owner, you can trust us to have the tools and resources to help you plan for the future.
Meet Our Professional Advisory Team
Our multigenerational advisory team is built with a focus on building trust and loyalty so you can feel confident in our ability to apply your specific goals to help meet your financial expectations for retirement. We are focused on developing a plan you can trust to take care of your financial needs in the future.
Mary Leneghan, CFP®
Investment Advisor Representative
Support
Kat Furlong
Administrative Assistant
Our Core Values
As an independent financial firm, WealthHub is dedicated to ensuring your financial well-being is always monitored by an experienced team. We strive to earn your loyalty every day as we focus on tailored solutions that meet your unique financial goals and objectives.
Want to Know Your Risk Number?
A 5-minute questionnaire covers topics such as portfolio size and top financial goals, while showing real dollar amounts of how much you are willing to risk for potential gains. Once complete, you will have a personalized Risk Number®. It's fast, free and displays your number instantly.
Working Together With:
Who We Work With
WealthHub works with individuals, families, pre-retirees, retirees, corporate executives and employees, and business owners to help them develop a solid retirement plan.
Our Approach
WealthHub provides financial planning options built on our team’s integrity and a proven culture of success to help build trust with our clients through innovative and educational guidance.
Contact Us
Interested in a different type of financial advisor who takes a planning-first approach? Reach out today to get started.