How can you pursue what matters most?

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We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

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    David Desaulniers

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • CT
    • FL
    • GA
    • IL
    • MA
    • ME
    • MI
    • NC
    • NH
    • NJ
    • NM
    • NV
    • NY
    • RI
    • VA
    • VT
    • WI
    • WV

    B.S. Business Administration, University of New Hampshire, 2016

    Eagle Scout

    Head of the Charles Gold Medalist

      • University of New Hampshire, B.S. Business Administration
        1155 Elm Street
        Suite 501
        Manchester, NH 03101
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        George Desaulniers

        Vice President–Wealth Management

        Financial Advisor

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        • AZ
        • CA
        • CO
        • CT
        • FL
        • GA
        • IL
        • MA
        • ME
        • MI
        • NC
        • NH
        • NJ
        • NM
        • NY
        • RI
        • VA
        • VT
        • WV

        Wealth Advisor, CFP

        Vice President - Wealth Management

        Rhode Island Native

            • CERTIFIED FINANCIAL PLANNER™
            • Wealth Advisor
            10 Park Street
            Concord, NH 03301

          The Year Ahead - Sustainable Investing

          Retirement planning

          Retirement planning

          Multigenerational planning

          Multigenerational planning

          Legacy—Wealth for others

          For needs that go beyond your own—to help you improve the lives of others

          What will your legacy be?
          It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

          Learn more at ubs.com/wealthway.

          Backed by the strength of UBS

          A global leader in wealth management

          $2.8 trillion

          In invested assets globally 
          As of 06/30/2022

          51 countries

          Our global footprint

          Global leader

          UBS is a world-leading wealth manager

          Insights