Insight-based advice

2022 The Ruedig Group

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Mountaintop observatory

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.

  • Adam Ruedig Profile Photo

    Adam Ruedig

    Senior Vice President–Wealth Management

    • image
    • image
    • image
    • AL
    • AZ
    • CA
    • CO
    • CT
    • DC
    • FL
    • IL
    • KS
    • MA
    • ME
    • MN
    • MO
    • MT
    • NC
    • NH
    • NJ
    • NM
    • NY
    • OR
    • PA
    • RI
    • TN
    • TX
    • VA
    • VT
    • WA
    • WI
    • WY

    Adam is the second generation of The Ruedig Group. He began with UBS in 2009 after a career as an architect in New York, Philadelphia and Boston.  Adam holds a Bachelor's degree in physics from Dartmouth College, a Master of Architecture degree from Yale University and the Chartered Retirement Plans Specialist (CRPS) designation.

    Adam serves on the board of New Hampshire Public Radio where he is chair of the Investment Subcommittee. He is also President of the Portsmouth Housing Authority LTD Board and serves on the board of Reaching Higher New Hampshire. He has served on the boards of 3S Artspace and Red River Theater and coached numerous youth sports teams. Adam lives in Portsmouth with his wife Reagan and their sons Charlie and Tom. They enjoy skiing, mountain biking, playing music, hiking and restoring their historic home (sometimes).

      • Dartmouth College, Bachelor's Degree in Physics
      • Yale University, Master of Architecture
      • Chartered Retirement Plans Specialist℠
      Cash management
      Financial planning
      Retirement planning
      Estate planning strategies
      Business succession
      Investing
      11 S Main Street
      3rd Floor
      Concord, NH 03301
    • Tiffany Snow Profile Photo

      Tiffany Snow

      Vice President–Wealth Management

      • image
      • image
      • image
      • AL
      • AZ
      • CA
      • CO
      • CT
      • DC
      • FL
      • IL
      • KS
      • MA
      • ME
      • MN
      • MO
      • MT
      • NC
      • NH
      • NJ
      • NM
      • NY
      • OR
      • PA
      • RI
      • TN
      • TX
      • VA
      • VT
      • WA
      • WI
      • WY

      Tiffany has worked in the financial services industry for over ten years and she has been with UBS since 2010. She holds a Bachelor's degree in marketing with a minor in finance from Southern New Hampshire University.  She is a fully licensed Certified Financial Planner and also holds the designation of Certified Divorce Financial Analyst (CDFA).

      Tiffany serves on the Concord YMCA Board and lives in Concord, New Hampshire with her two daughters, Amelia and Olivia.  She enjoys running, skiing, hiking and travel.

        • Southern New Hampshire University, Bachelor's Degree in Marketing with a Minor in Finance
        • Certified Divorce Financial Analyst
        • CERTIFIED FINANCIAL PLANNER™
        Cash management
        Financial planning
        Retirement planning
        Estate planning strategies
        Business succession
        Investing
        11 S Main Street
        3rd Floor
        Concord, NH 03301
      • David Ruedig Profile Photo

        David Ruedig

        Senior Vice President–Wealth Management

        • image
        • image
        • image
        • AL
        • AZ
        • CA
        • CO
        • CT
        • DC
        • FL
        • IL
        • KY
        • MA
        • ME
        • MN
        • MO
        • MT
        • NC
        • NH
        • NJ
        • NM
        • NY
        • OR
        • PA
        • RI
        • TN
        • TX
        • VA
        • VT
        • WA
        • WI
        • WY

        Dave has worked at UBS and its predecessor firm, PaineWebber, as a Financial Advisor in Concord since 1981. He has completed advanced training in complex investment and financial planning to receive the Wealth Advisor designation.  David holds a Bachelor's degree in history with honors from Dartmouth College and a Master of Arts from McGill University.

        Among his many community activities, he has been chair of the Concord School Board, the New Hampshire State Board of Education, and Concord Hospital. Currently he chairs the board of The New Hampshire Historical Society. He lives in Concord with his wife, Mary, and has two adult children and four grandchildren. Dave likes to spend time with his family, read, play golf, fish and ski.

          • Dartmouth College, Bachelor's Degree in History with Honors
          • McGill University, Master of Arts
          • Portfolio Manager
          • Wealth Advisor
          Cash management
          Financial planning
          Retirement planning
          Estate planning strategies
          Business succession
          Investing
          11 S Main Street
          3rd Floor
          Concord, NH 03301
        • Kimberly Masters Profile Photo

          Kimberly Masters

          Senior Client Associate

          • image
          • image
          • AL
          • AZ
          • CA
          • CO
          • CT
          • FL
          • MA
          • ME
          • MN
          • NC
          • NH
          • NJ
          • NY
          • RI
          • TX
          • VA
          • VT

          Kim has been with our team since 1986. She is fully licensed and holds the Financial Paraplanner Qualified Profesional (FPQP) designation.

          Kim is a life-long New Hampshire resident. She lives in Concord with her husband, Glen. They have two grown sons and they recently welcomed their first grandchild, Zachary. She enjoys theatre and singing in church and in a local chorale group, as well as spending time outdoors hiking, camping, kayaking and traveling.

              • Financial Paraplanner Qualified Professional™
              Cash management
              Financial planning
              Retirement planning
              Estate planning strategies
              Business succession
              Investing
              11 S Main Street
              3rd Floor
              Concord, NH 03301
            • Katherine Dobrinski Profile Photo

              Katherine Kippen

              Senior Wealth Strategy Associate

              • image
              • image
              • image
              • CA
              • CO
              • FL
              • MA
              • ME
              • NC
              • NH
              • NJ
              • NY
              • VT

              Katie joined The Ruedig Group in 2018. She holds a Bachelor's degree from the University of Massachusetts at Amherst where she studied organizational behavior and international business. She earned her Master of Business Administration at Southern New Hampshire University. Prior to joining The Ruedig Group, she worked at Fidelity Investments where she serviced High Net Worth clients.

              Katie is from Gloucester, Massachusetts. She currently lives in Concord with her two dogs, Benji and Marcie. Katie enjoys reading, hiking, strategy games, playing ice hockey, and travel.

                • University of Massachusetts at Amherst, Bachelor's Degree in Organizational Behavior and International Business
                • Southern New Hampshire University, Master of Business Administration
                • CERTIFIED FINANCIAL PLANNER™
                Cash management
                Financial planning
                Retirement planning
                Estate planning strategies
                Business succession
                Investing
                11 S Main Street
                3rd Floor
                Concord, NH 03301

              Is housing turning in a new direction?

              CIO House View monthly livestream

              Tree

              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

              Global leader

              UBS is a world-leading wealth manager

              #1

              ESG/Impact Investing

              Euromoney Private Banking and Wealth Management Survey, 2015-2022

              $600MM

              Assets under management

              40

              Years in business as a team

              3

              Advisors on the team


              Insights