$5.8+ trn
UBS Group invested assets
As of 03/31/2024
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.
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 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).
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.
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.
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.
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.
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).
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.
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.
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.
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.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Remember the space race in the 1960’s? Well, fast-forward to 2024 and we have different countries going back to the moon. Why are they spending all this money to do so? What’s the point of it? And why should you care?
Watch the replay of our latest House View live conversation which featured insights from Nadia Lovell, Senior US Equity Strategist, and Dan Scansaroli, Head of CIO Portfolio Strategy & UBS Wealth Way Solutions.
02 May 2024
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.
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.
$5.8+ trn
UBS Group invested assets
As of 03/31/2024
Global leader
UBS is a leading and truly global 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