HUB INTERNATIONAL BOLSTERS RETIREMENT AND WEALTH MANAGEMENT SERVICES WITH ACQUISITION OF THE ASSETS OF BIENENFELD, LASEK, & STARR LLC AND BLS WEALTH MANAGEMENT, LLC IN FLORIDA

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Jan 04, 2024, 08:00 ET

CHICAGO, Jan. 4, 2024 /PRNewswire/ -- Hub International Limited (Hub), a leading full-service global insurance brokerage and financial services firm, announced today that it has acquired the assets of Bienenfeld, Lasek, & Starr LLC and BLS Wealth Management, LLC (together, BLS Wealth Management). Terms of the transaction were not disclosed.

Located in Fort Lauderdale, Florida, BLS Wealth Management is a full-service financial planning firm providing wealth management, insurance planning, employee benefits, and employer sponsored retirement plan services.

"Mitch, Howard and Carol have built an excellent client-centric firm that is a great addition to our team in South Florida," said Hub Retirement and Private Wealth President Joe DeNoyior. "Their passion to serve clients is evident in each and every team member, and we are excited to bring their expertise to Hub. BLS Wealth Management provides a solid foundation as we continue to expand in the region."

Howard Bienenfeld, Managing Partner, Carol Lasek, Partner, Mitch Starr, Partner, and the BLS Wealth Management team will join Hub South Florida. Starr will lead the expansion of Hub's Retirement and Private Wealth practice in South Florida.

"We see longevity and growth for our firm by joining Hub," said Bienenfeld. "We are excited to expand our network and resources, providing commercial P&C and personal insurance for the benefit of our clients."

"We look forward to leveraging the vast array of Hub resources to enhance our client service delivery," added Lasek.

The move continues to strengthen Hub's Retirement and Private Wealth (RPW) practice and its services to develop more comprehensive strategies for clients. 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.

About Hub's M&A Activities
Hub International Limited is committed to growing organically and through acquisitions to expand its geographic footprint and strengthen its industry and product expertise. For more information on the Hub M&A experience, visit WeAreHub.com.

About Hub International
Headquartered in Chicago, Illinois, Hub International Limited is a leading full-service global insurance broker and financial services firm providing risk management, insurance, employee benefits, retirement and wealth management products and services. With more than 17,000 employees in offices located throughout North America, Hub's vast network of specialists brings clarity to a changing world with tailored solutions and unrelenting advocacy, so clients are ready for tomorrow. For more information, visit Hub Media Center.

CONTACT:
Jessica Wiltse
312-596-7573
[email protected]

M&A: Clark Wormer
Phone: 312-279-4848
[email protected]

SOURCE Hub International Limited