How can you pursue what matters most?

Chess pieces on a chessboard

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.

Older engineer tablet

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.

  • image

    David Desaulniers

    Senior Vice President–Wealth Management

    Financial Advisor

    • image
    • image
    • image
    • AZ
    • CA
    • CO
    • CT
    • FL
    • GA
    • IL
    • MA
    • ME
    • MI
    • NC
    • NH
    • NJ
    • NM
    • NV
    • NY
    • RI
    • VA
    • VT
    • WA
    • 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
        david.desaulniers@ubs.com
        David Desaulniers
        1155 Elm Street,Manchester,NH,03101
      • image

        George Desaulniers

        Vice President–Wealth Management

        Financial Advisor

        • image
        • image
        • image
        • 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
            george.desaulniers@ubs.com
            George Desaulniers
            10 Park Street,Concord,NH,03301
          Three generations in apple orchard

          Turn possibilities into a plan

          US equity market outlook

          Mountain climbers on peak at sunrise

          A leading global wealth manager

          White House

          ElectionWatch 2024

          24 questions for the '24 US election

          Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.

          The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.

          Download the report

          A leader in wealth management

          Backed by the strength of our parent company, UBS AG

          $5.9+ trn

          UBS Group invested assets
          As of 06/30/2024

          51 countries

          Our global footprint

          Global leader

          UBS is a leading and truly global wealth manager

          Insights