Yan J. Katz of HUB Wealth Strategies, Recognized as Four-Time Executive Club Qualifier

Winchester MA

02 June, 2023

9:17 AM

Description

The Bulfinch Group is pleased to announce that Winchester resident, Yan Katz, co-founder of HUB Wealth Strategies has been named an Executive Club qualifier by The Guardian Life Insurance Company of America® (Guardian). Executive Club is one of the highest honors annually awarded by Guardian to financial professionals who demonstrate outstanding service and dedication to their clients. An affiliate of The Bulfinch Group, HUB Wealth Strategies serves personal clients and business clients throughout the US and serves as a strategic advisory firm focused on putting you, your goals, and your financial well-being at the center (HUB) of the conversation. HWS operates under the idea of bringing family office like services and advisor integration to those who desire a central point of contact/personal CFO for wholistic wealth management and business succession planning. “We congratulate Yan on being recognized as an Executive Club qualifier for the fourth time, which is a true testament in regard to his exceptional client service and the comprehensive services provided by HUB Wealth Strategies,” explains Seth Medalie, CLU®, ChFC®, President and Founder of The Bulfinch Group. Yan resides in Winchester, MA with his wife Natalie and two daughters. He is a Cum Laude graduate of Babson College and avid volunteer for The Jimmy Fund as well as advisory board member of Zoo New England. The Bulfinch Group and HUB Wealth Strategies have helped redefine Wealth Management to create a complete client experience that begins by putting each client’s life at the center of the conversation, not their money. With a client-centric focus they work to protect wealth from risks such as market volatility, erratic interest rates and the potential for insufficient assets -- all threats to long-term financial stability. The firm’s experienced team of specialists create in-depth assessments on how to help maximize cash flow, optimize tax planning strategies, provide protection and build and grow wealth to reach each client’s unique goals. HUB Wealth Strategies HUB Wealth Strategies is a strategic advisory firm focused on putting you, your goals and your financial well-being at the center (HUB) of the conversation. HWS operates under the idea of bringing family office like services and advisor integration to those who desire a central point of contact/personal CFO for wholistic wealth management and business succession planning. Our clients’ lives are dynamic, fast-paced and filled with a continuous flow of opportunities to evaluate and threats to thwart. Our team will work with both our internal and clients’ attorneys, accountants and consultants to take a multi-disciplined approach to help simplify, collaborate, coordinate, measure, educate and advise on strategy and tactics. Our mission is to ultimately foster a relationship where our clients feel empowered, on track, and enhancing the likelihood for their visions to become realizations. For more information, visit HUBWealth Strategies.com. The Guardian Life Insurance Company of America (Guardian®) Guardian makes a difference in the lives of people when they need us most. With more than 160 years of stability and fiscal integrity, we are a trusted partner to millions of consumers, helping them prepare and plan for a bright future and recover and thrive in times of unexpected loss. We believe in inspiring well-being across mind, body, and wallet, and in driving value beyond dividends. We invest in our colleagues, are building a progressive and inclusive culture and are helping to uplift communities through thoughtful social and environmental programs. Guardian, which is based in NYC, is a leading provider of life, disability, dental, and other benefits, and has received accolades for its culture and service. Our colleagues and financial representatives serve with care and experience, and our commitments rest on a strong financial foundation, which at year-end 2022 included $11 billion in capital and largest dividend of $1.26 billion in the company’s history. For more information, visit GuardianLife.com or follow us on Facebook, LinkedIn, Twitter, and YouTube.