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TCG, a HUB International Company - check (400 × 400 px)

By your side — in business and in life.

Whether you want to promote better financial outcomes for your employees or pursue your individual financial goals, we can help.

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Who We Serve

TCG, a HUB International company offers valuable service to individuals, organizations, and families with complex financial planning needs. Below are some of the types of clients we work with.

Multi-Generational Families

From the grandparents to the grandkids, everyone is accounted for. We’ll explore ways to help everyone is taken care of along the way.

Organizations

For-profit companies, not-for-profit organizations and governmental entities.

Employees

Workforce and executives.

Our Services

From planning for the big moments in your personal life to helping your organization take the next financial step, our financial solutions are designed to give you peace of mind and get ready for tomorrow.

Wealth Management

Our team of financial advisors can help design a plan to meet your financial goals.

Investment Advisory
Diversify your portfolio with access to investment portfolios not available to everyday investors.
Tax Planning

We can work on a plan to minimize your tax liability and strategize on how to approach your assets.

Retirement Planning
We work with individuals and organizations to make the transition to retirement smooth.
Financial Wellness

We provide financial education resources and programs for your business and/or family.

Estate Planning
You’ve worked hard to get to where you are. We’ll help you make sure everything is in order to take care of your loved ones.
By the Numbers

$142B
Assets Under Management*

 

750K
Retirement Plan Participants

 

50
States

 

We’re proud to be recognized.
TCG Recognization

Let's work together.

Fill out the form below to be contacted by one of our specialists.

 

*HUB International Limited (“HUB”) owned RIAs provide investment advisory and management services to its respective clients, under the general trade name of HUB Retirement and Private Wealth. All current HUB RIAs maintain a combined total of $142,591,409,383 in aggregated regulatory assets under management (“Aggregated AUM”), based on the reported AUM for each respective individual HUB RIA effective as of December 31, 2021. The AUM for each individual HUB RIA may be found in the respective Form ADV for each respective HUB RIA. This Aggregated AUM for all HUB RIAs are broken out as follows: $109,917,037,538 in nondiscretionary institutional AUM; which AUM primarily represents qualified retirement plan assets (both ERISA and non- ERISA plans), non-qualified plan assets, and other types of institutional assets. $25,448,924,412 in discretionary institutional AUM; which AUM primarily represents qualified retirement plan assets (both ERISA and non-ERISA plans), non-qualified plan assets, and other types of institutional assets. $7,225,447,433 in Private Wealth Client AUM; which is a combination of both discretionary and non-discretionary AUM.