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Professional guidance that helps inspire confidence

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It's never been more important to access resources and opportunities where you are, but also globally as well. As our client, you are supported by the powerful platforms and solutions of one of the world's leading wealth managers. You can be confident that we provide you with perspective that reaches across continents.

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Your primary source for financial advice

We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

  • Lindsey

    Lindsey Polhemus, CFP

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CT
    • FL
    • IN
    • MA
    • MD
    • MN
    • NC
    • NH
    • NJ
    • NY
    • PA
    • VA

    Lindsey has been in the wealth management industry since 1988. Before joining UBS in 2012, he spent time with Smith Barney and Merrill Lynch. Lindsey’s experience allows him to construct comprehensive portfolio strategies which help him meet his clients goals. Lindsey’s process includes setting objectives, analyzing your financial picture, recommending improvements and implementing plans designed to grow, protect and pass on your wealth.

    Lindsey has obtained his CFP® designation to compliment his FINRA Series 7 , 63 and 65 licenses. When he is out of the office he enjoys boating and spending time with his wife, Julie and three children Stephen, Chelsea and Thomas.

      • State University of New York, Business Administration B.S
        40 Congress Street
        Portsmouth, NH 03801
      • Stephen

        Stephen Polhemus, CFP

        Financial Advisor

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        • AR
        • AZ
        • CA
        • CT
        • FL
        • IN
        • KS
        • MA
        • MD
        • MN
        • NC
        • NH
        • NJ
        • NY
        • PA
        • VA
        • VI

        Stephen serves as a Financial Advisor behind his father Lindsey. Stephen’s focus is on constructing comprehensive financial plans to ensure clients are well-prepared for their financial future and developing long term investment strategies that accomplish the specific goals and objectives of the families and business owners he works with. 

        Before joining the team, he worked at the UBS Wealth Advice Center where he gained much of his experience creating and implementing financial plans with clients around the country.

        Stephen holds his CFP® designation to compliment his FINRA Series 7 and 66 securities licenses as well as his life, accident, health, and variable annuity insurance licenses. Stephen attended the University of New Hampshire where he received his degree in business and economics. In his free time he enjoys being out on the golf course and deep sea fishing. 

          • University of New Hampshire- Durham, Economics: 2014 - 2018
          • CERTIFIED FINANCIAL PLANNER™
          40 Congress Street
          Portsmouth, NH 03801
        • Christine Brigham

          Christine Brigham

          Senior Client Associate

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          • CT
          • FL
          • MA
          • ME
          • NH
          • NJ
          • NY
          • VT

          Christine Brigham shows a commitment to excellence and drive to succeed that is clearly demonstrated in her work ethic. She believes that putting client's interests first is the key to the long-term success of The Polhemus Group. Christine's previous experience includes 14 years at Morgan Stanley and six years with Smith Barney. She graduated from the University of New Hampshire with a major in psychology and a minor in mathematics. Christine is married with a son and daughter and is an avid supporter of her children's youth athletic programs.

            • University of New Hampshire, Psychology
              40 Congress Street
              Portsmouth, NH 03801
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