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
    • 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
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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

          Focus on liquidity management

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          UBS and Credit Suisse—stronger than ever

          Managing wealth is our craft

          We’re committed to understanding what wealth means for you.

          At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

          Backed by the strength of UBS

          A global leader in wealth management

          $5+ trillion

          In invested assets globally 
          As of 11/07/2023

          51 countries

          Our global footprint

          Global leader

          UBS is a world-leading wealth manager

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