Hub International acquires Golden Corner Wealth Advisors in South Carolina
In an expansion move, global insurance brokerage and financial services firm Hub International Limited has acquired the assets of Golden Green, Inc., known as Golden Corner Wealth Advisors.
The South Carolina-based Golden Corner Wealth Advisors, a financial advisory firm, specializes in wealth management and retirement.
The founder of Golden Corner Wealth Advisors, Jim Charbonneau, along with his team will now operate under Hub Carolinas. While the exact terms of the transaction remain undisclosed, this acquisition serves to bolster Hub’s Retirement and Private Wealth (RPW) practice, offering more comprehensive strategies for clients.
Tommy Suggs — Hub Carolinas President and CEO said: “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.”
Golden Corner Wealth Advisors is noted for its personalized services in areas such as investment, financial planning, and insurance. The company is recognized for educating clients on complex financial concepts and products.
In its approach to serving businesses, Hub RPW aids plan sponsors in developing offerings that align with their business strategies, manage fiduciary risks, and assist employees in achieving their financial goals. Hub RPW’s investment advisory services are provided through various registered affiliates, managing approximately $148 billion in total assets for their clients.
In its future operations, Golden Corner Wealth Advisors will be recognized as Golden Green, Inc. d.b.a. Golden Corner Wealth Advisors, a Hub International company. Hub Retirement and Private Wealth, beyond their expanded role with businesses, continues to offer personalized private wealth management services to individuals and families.
Joe DeNoyior — Hub RPW President said: “The Golden Corner team’s focus and expertise in financial planning will help us further support our clients and grow our portfolio management capabilities.”