Hub International Limited, a global insurance brokerage, has acquired certain assets of WhartonHill Retirement Services LLC, Strategic Planning Resources Inc. and Karen McCloskey, collectively doing business as WhartonHill Advisors. Terms of the transaction were not disclosed.
Located in Ft. Washington, Penn., WhartonHill Advisors is an institutional investment consulting and private wealth firm offering investment management, retirement plan expertise, investment fiduciary services, wealth management, financial and retirement services planning and specialized executive benefit services.
WhartonHill Advisors principals Andrew DeGroat, John Wenz and Karen McCloskey join Hub’s group of retirement plan and wealth management advisors.
Hub continues to strengthen its retirement planning services with the addition of talent and resources to develop more comprehensive solutions for clients. Hub’s team of retirement plan advisors provides objective guidance and support, focused on fiduciary risk management, plan optimization and helping more American workers better prepare for retirement.
DeGroat will join Hub Northeast, working with David Reich, Hub’s national president of Retirement Services, and collaborating heavily with Paul Collins, president and CEO of Hub Northeast.
Source: Hub International Limited
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