HUB International Acquires Veripax Wealth Management (Folsom, CA)

HUB International Acquires Assets of WealthPlan Advisors, LLC

August 3, 2022

Financial Services

HUB International Limited acquired the assets of WealthPlan Advisors, LLC, an independent Scottsdale-based investment advisor, to expand its retirement and wealth advisory capabilities in the Southwest. WealthPlan Advisors had nearly 600 clients and managed more than $2.3 billion in assets as of March 2022; terms were not disclosed and the firm was represented by Wise Rhino Group.

HUB International Acquires Assets of Heritage Wealth Management Group (PA)

June 20, 2022

Financial Services

HUB International Limited acquired the assets of Heritage Wealth Management Group, LLC, a Moon Township, Pennsylvania-based independent financial advisory firm. Terms were not disclosed; Heritage serves about 300 clients with more than $205 million in assets under management and Michael Finnell and his team will join Hub's Retirement and Private Wealth business to bolster its retirement and wealth advisory capabilities in Western Pennsylvania.

Hub International Acquires CAPAX Management and Insurance Services, Inc.

January 8, 2021

Insurance

Hub International Limited acquired CAPAX Management and Insurance Services, Inc., a Modesto, California-based insurance brokerage and employee benefits consulting firm. Terms were not disclosed; CAPAX will join Hub California with CAPAX President Joel Geddes III reporting to Michael Der Manouel, strengthening Hub’s capabilities in captive solutions and the Central California agribusiness market.

Hub International Acquires the Assets of Baystate Fiduciary Advisors, Inc.

November 11, 2020

Wealth Management

Hub International Limited acquired the assets of Baystate Fiduciary Advisors, Inc., a Boston-based fiduciary advisory firm that manages approximately $2.9 billion in client assets. The deal strengthens Hub’s Retirement and Private Wealth capabilities in New England by adding Baystate’s talent and retirement plan advisory services; Baystate’s Managing Partner Gregg Andonian will join Hub RPW in the region.

HUB International Acquires Zavitz Insurance and Wealth, Inc.

March 6, 2024

Insurance

Hub International Limited has acquired Zavitz Insurance and Wealth, Inc., a London, Ontario-based provider of group employee benefits, living benefits, life insurance, and financial and retirement planning. Terms were not disclosed; Zavitz's leadership team, including President Terry Zavitz and Vice President Justine Zavitz, will join Hub Ontario and the business will operate as Zavitz Insurance and Wealth, a Hub International company.

Hub International Acquires Clark 401k Consulting, LLC

August 8, 2024

Wealth Management

Hub International Limited has acquired the assets of Clark 401k Consulting, LLC, a Los Gatos, California-based independent 401(k) consulting and fiduciary processes firm. The Clark team, led by Christopher Clark, will join Hub's Retirement and Private Wealth practice to strengthen Hub's retirement services in Central & Northern California; terms were not disclosed.