Let's move forward. Together.

Professional guidance that helps inspire confidence

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.

Start the planning conversation

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 Polhemus, CFP

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AZ
- CA
- CT
- FL
- IN
- MA
- MD
- MN
- NC
- NH
- NJ
- NM
- 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 Polhemus, CFP

Financial Advisor
View bio
- 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

Senior Client Associate
View bio
- CT
- FL
- MA
- ME
- NH
- NJ
- NY
- VT
Christine Brigham strives to provide a commitment to excellence and drive to succeed that is demonstrated in her work ethic. She believes that putting client's interests first is the key to the long-term success of Polhemus Wealth Management 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

Lindsey Polhemus, CFP

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AZ
- CA
- CT
- FL
- IN
- MA
- MD
- MN
- NC
- NH
- NJ
- NM
- 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 Polhemus, CFP

Financial Advisor
View bio
- 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

Senior Client Associate
View bio
- CT
- FL
- MA
- ME
- NH
- NJ
- NY
- VT
Christine Brigham strives to provide a commitment to excellence and drive to succeed that is demonstrated in her work ethic. She believes that putting client's interests first is the key to the long-term success of Polhemus Wealth Management 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

UBS and Credit Suisse—stronger than ever

Our formal integration with Credit Suisse marks an unprecedented level of strength in our history—all in support of your financial goals. For more than 160 years, we’ve been tested and proven resilient—guiding our clients through a wide range of financial challenges and market opportunities. And we continue to demonstrate our leadership among the largest, and most respected, global banks.

Learn more

Our Philosophy

We do more than manage money.
We optimize potential.

We have decades of experience in portfolio management, but we’re also excellent at spotting talent. And by "talent," we mean people who know what they have and are willing to think creatively and resourcefully to express it in ways that not only surprise and delight themselves, but also can change the world.

We count those people among our most stellar clients—and also among the happiest people we’ve ever met. Because when you decide to leverage what you have to your highest purpose, your life takes on a new meaning.

Retirement readiness

For your retirement or your company retirement plan

Approaching or entering retirement, you may fear the possibility of outliving your savings. Or you may be responsible for optimizing an increasingly complex employer-sponsored plan. We can help ease your concerns by providing custom strategies that focus on meeting the ever-growing income needs for a retirement that may last 30 years or more.

Ready to roll over? Approaching retirement or in times of career transition, you need practical 401(k) rollover solutions that are specific to your needs. We can help evaluate your distribution options and assist you in making investment decisions that could help manage taxes while addressing your broader financial and retirement goals.

Retirement income planning. Focusing on retirement income planning, our team can work with you to develop planning strategies that help preserve your lifestyle and livelihood in retirement. Our strategies can help ease concerns about how long you will need to draw your funds in retirement, preparing for unexpected expenses and maintaining your independence.

Long-term care. With longevity increasing and healthcare costs rising, long-term care may have a significant impact on your finances. Long-term care should be a key part of a comprehensive financial and retirement plan. We’ll help develop strategies that can help prepare you for future care while keeping your financial goals on track.

Helping you optimize your corporate plan. We help organizations design, implement and monitor the investment programs of their 401(k), defined benefit and nonqualified plans. We will help you evaluate indicators of plan health, maintain the most competitive cost structures, formalize investment committee decision-making and manage regulatory requirements.

Making sense of significant wealth

We can help you plan for it.

When you have created or inherited significant wealth, you have opportunities to pursue bold and meaningful undertakings. How do you make decisions that will guide you successfully forward, no matter what your goal?

We believe it’s all about connection. That’s why we are prepared to take that journey with you today, tomorrow, every step of the way.

Let's talk

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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Let's move forward. Together.

Your primary source for financial advice

Lindsey Polhemus, CFP

Stephen Polhemus, CFP

Christine Brigham