Hub International Limited has further expanded its retirement consulting practice, this time in South Carolina with the newly announced acquisition of Golden Corner Wealth Advisors.
Located in Seneca, South Carolina, Golden Corner is a financial advisory firm specializing in wealth management and retirement. The firm offers personalized services and educates clients on financial concepts and products, including in the areas of investment, financial planning and insurance.
Founder Jim Charbonneau and the Golden Corner team will join Hub Carolinas, according to the announcement.
"We are excited to welcome the Golden Corner team to Hub Carolinas and look forward to further expanding our retirement consulting services in the region," said Tommy Suggs, President and CEO of Hub Carolinas.
The move continues to strengthen Hub's Retirement and Private Wealth (RPW) practice and its services to develop more comprehensive strategies for clients, the announcement further notes. Hub RPW works to help plan sponsors create an offering that aligns with their business strategy, navigates fiduciary risk and helps employees pursue their financial goals. The several registered investment advisory affiliates in Hub RPW provide investment advisory services to clients whose total assets are approximately $148 billion.
"The Golden Corner team's focus and expertise in financial planning will help us further support our clients and grow our portfolio management capabilities," stated Hub RPW President Joe DeNoyior.
Golden Corner will be referred to as Golden Green, Inc. d.b.a. Golden Corner Wealth Advisors, a Hub International company.
Terms of the transaction were not disclosed.
