Insight-based advice

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.

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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.

Adam Ruedig

Senior Vice President–Wealth Management
View bio
- 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

adam.ruedig@ubs.com,the_ruedig_group@ubs.com

Adam Ruedig

11 S Main Street,Concord,NH,03301
Tiffany Snow

Vice President–Wealth Management
View bio
- 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 since 2010. She holds a Bachelor's degree in marketing with a minor in finance from Southern New Hampshire University. She is a CERTIFIED FINANCIAL PLANNER™ professional and also holds the designation of Certified Divorce Financial Analyst® (CDFA®).

Tiffany previously served 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

tiffany.snow@ubs.com

Tiffany Snow

11 S Main Street,Concord,NH,03301
David Ruedig

Senior Vice President–Wealth Management
View bio
- 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

david.ruedig@ubs.com

David Ruedig

11 S Main Street,Concord,NH,03301
Katherine Kippen

Senior Wealth Strategy Associate
View bio
- CA
- CO
- FL
- MA
- ME
- NC
- NH
- NJ
- NY
- VT
Katie joined UBS 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 UBS, she worked at Fidelity Investments where she serviced High Net Worth clients.

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

katherine.kippen@ubs.com

Katherine Kippen

11 S Main Street,Concord,NH,03301
Vicki Thomas

Wealth Management Associate
View bio
- AZ
- CT
- FL
- MA
- NH
- NY
- RI
Vicki is a Wealth Management Associate and has been with UBS since 2008. She is one of our client service contacts and is responsible for relationship management, account administration and operational functions.

Vicki attended Eastern Connecticut State University and graduated with a B.A. in Psychology with a Minor in Management. Vicki holds the Series 7, 66 and 9 securities licenses as well as Life and Health Licenses and has over 20 years of industry experience.

Vicki lives in Vernon with her two children. She enjoys gardening and spending time at the beach.
- Eastern Connecticut State University, Bachelor's Degree in Psychology
One State Street
Suite 1600
Hartford, CT 06103

vicki.thomas@ubs.com

Vicki Thomas

One State Street,Hartford,CT,06103
Stephanie Johnston

Client Associate
View bio
Stephanie joined UBS in 2023. She holds a Bachelor’s degree from Plymouth State University where she studied Business Administration. Prior to joining the team, she worked for the State of New Hampshire, Department of Health and Human Services. During her time with the State, she worked as a human resources specialist supporting the workforce as well as in client services serving the NH community.

Stephanie grew up in Pembroke, New Hampshire and currently resides in Northfield with her family and two dogs, Hatchett and Chloe. She enjoys watching her son, Logan, play baseball, soccer and flag football as well as being outdoors hiking, camping and kayaking with family and friends.
- Plymouth State Univeristy, Bachelor's Degree in Business Administration
11 S Main Street
3rd Floor
Concord, NH 03301

stephanie.a.johnston@ubs.com

Stephanie Johnston

11 S Main Street,Concord,NH,03301

Adam Ruedig

Senior Vice President–Wealth Management
View bio
- 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

adam.ruedig@ubs.com,the_ruedig_group@ubs.com

Adam Ruedig

11 S Main Street,Concord,NH,03301
Tiffany Snow

Vice President–Wealth Management
View bio
- 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 since 2010. She holds a Bachelor's degree in marketing with a minor in finance from Southern New Hampshire University. She is a CERTIFIED FINANCIAL PLANNER™ professional and also holds the designation of Certified Divorce Financial Analyst® (CDFA®).

Tiffany previously served 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

tiffany.snow@ubs.com

Tiffany Snow

11 S Main Street,Concord,NH,03301
David Ruedig

Senior Vice President–Wealth Management
View bio
- 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

david.ruedig@ubs.com

David Ruedig

11 S Main Street,Concord,NH,03301
Katherine Kippen

Senior Wealth Strategy Associate
View bio
- CA
- CO
- FL
- MA
- ME
- NC
- NH
- NJ
- NY
- VT
Katie joined UBS 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 UBS, she worked at Fidelity Investments where she serviced High Net Worth clients.

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

katherine.kippen@ubs.com

Katherine Kippen

11 S Main Street,Concord,NH,03301
Vicki Thomas

Wealth Management Associate
View bio
- AZ
- CT
- FL
- MA
- NH
- NY
- RI
Vicki is a Wealth Management Associate and has been with UBS since 2008. She is one of our client service contacts and is responsible for relationship management, account administration and operational functions.

Vicki attended Eastern Connecticut State University and graduated with a B.A. in Psychology with a Minor in Management. Vicki holds the Series 7, 66 and 9 securities licenses as well as Life and Health Licenses and has over 20 years of industry experience.

Vicki lives in Vernon with her two children. She enjoys gardening and spending time at the beach.
- Eastern Connecticut State University, Bachelor's Degree in Psychology
One State Street
Suite 1600
Hartford, CT 06103

vicki.thomas@ubs.com

Vicki Thomas

One State Street,Hartford,CT,06103
Stephanie Johnston

Client Associate
View bio
Stephanie joined UBS in 2023. She holds a Bachelor’s degree from Plymouth State University where she studied Business Administration. Prior to joining the team, she worked for the State of New Hampshire, Department of Health and Human Services. During her time with the State, she worked as a human resources specialist supporting the workforce as well as in client services serving the NH community.

Stephanie grew up in Pembroke, New Hampshire and currently resides in Northfield with her family and two dogs, Hatchett and Chloe. She enjoys watching her son, Logan, play baseball, soccer and flag football as well as being outdoors hiking, camping and kayaking with family and friends.
- Plymouth State Univeristy, Bachelor's Degree in Business Administration
11 S Main Street
3rd Floor
Concord, NH 03301

stephanie.a.johnston@ubs.com

Stephanie Johnston

11 S Main Street,Concord,NH,03301

Turn possibilities into a plan

What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

^{UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.}

House View Monthly

A leading global wealth manager

UBS Year Ahead 2025

Roaring 20s: The next stage

Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.

A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.

Read 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

Global leader

UBS is a leading and truly global wealth manager

$600MM

Assets under management

Years in business as a team

Advisors on the team

Insight-based advice

Pursuing your goals together

Adam Ruedig

Tiffany Snow

David Ruedig

Katherine Kippen

Vicki Thomas

Stephanie Johnston