A journey of a thousand miles begins with a single step. A relationship with Summit starts with a single conversation.

We adopt a consultative approach at the earliest stage of every client engagement. We want people we connect with to feel that their interaction with us is worthwhile, enlightening, and represents time well spent

Achievement takes many forms – and collaboration across our divisions yields greater benefits for our clients.

Both across our divisions and in our client relationships, we promote a culture of collaboration based on high professional standards and consistent service delivery. The daily interactions that take place among our experts and with our clients’ advisors create benefits for clients who work with an individual division or entrust us with multiple lines of business.

When it comes to working with us, our clients take the long view. So do our employees.

In a world where markets fluctuate and certainty is elusive, we maintain that emphasizing the long view over short-term gain improves the quality and performance of our plans, investments, and client relationships.

Because achievement comes in many forms

Contact Us

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HUB Retirement and Wealth management formerly Summit Financial Corporation

300 Ballardvale Street
Wilmington, MA 01887

Phone: (781) 229-9500
Fax: (781) 229-2700

Employee Benefits

Joe Bonasera:   (781) 761-1623   joe.bonasera@hubinternational.com

Retirement Plans

Doug Johnson:   (781) 761-1655   doug.johnson@hubinternational.com

Financial Planning

Trish Gildea:   (781) 761-1660   trish.gildea@hubinternational.com