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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

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

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®

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.

Generational Insights

As a family business, we understand doing your best to care for loved ones. Through experience and generational longevity, we help you navigate market trends while helping you stay on track with your desired goals.

Your Loyalty Is Earned 

At WealthHub, many of our clients are referrals, and we don’t take that for granted. Our team works hard to earn your trust on a daily basis, ensuring you are treated equally, regardless of your situation, to pursue your financial goals.

Full-fledged Planning

Every client journey begins with a comprehensive plan. We deep dive to understand your unique goals, then create a detailed, flexible plan to pursue them, so we can help avoid roadblocks that put your plan at risk.

We Do More For You

As a high-service firm, we know our clients expect results. With competitive pricing and a variety of tailored solutions, we can cater to your unique needs while establishing a trusted long-term foundation.

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.

Get Your Number

Working Together With:

Our Process
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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.

See Who We Work With

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.

About Our Approach

Contact Us

Interested in a different type of financial advisor who takes a planning-first approach? Reach out today to get started.

Contact Us Today