HUB International Limited, a leading full-service global insurance brokerage and financial services firm, has acquired the assets of Heritage Wealth Management Group, LLC. Terms of the transaction were not disclosed.
Located in Moon Township, Pennsylvania, Heritage Wealth Management Group is an independent financial services firm helping clients in Western Pennsylvania establish and maintain their long-term financial goals. Heritage Wealth Management Group has 300 clients with assets of more than $205 million as of January 2022.
"We are excited to welcome Mike and the team to Hub," said Joe DeNoyior, President of Hub Retirement and Wealth Management. "Their experience both on the plan side and serving wealth management clients with their "client first" approach which aligns to the HUB RPW service model."
Michael Finnell, President of Heritage Wealth Management Group, and the Heritage Wealth Management Group team will join Hub HDH.
