Experience

Makes all the difference

We believe that long-term planning, thoughtful investment management, attentive service and close collaboration with your other professional advisors are the key ingredients of high quality wealth management service. For over thirty-years, our multi-generational team has been using this philosophy to help wealthy individuals, families and businesses protect and grow what they have built.

Long-Term Planning: Our advice is built on in-depth forward looking analysis of your full financial picture, going far beyond investment management. The strategy we build for you today is based upon analysis of your future needs and concerns, including retirement cash flow, legacy planning, long-term care, gift planning, business sale and transition, insurance needs, education planning, illiquid assets, and more.

Investment Management: Over our long history we have helped many investors find success with sound time-tested investment strategies tailored to their specific needs. Our focus on high-quality investments and disciplined diversification has produced consistent returns and growth for our clients.

Attentive Service: Personal attention and service are important to your success and ours. We provide high levels of attention and energy to handle your questions and daily administrative needs.

Collaboration: Because we know and work closely with many of New England's top tax and legal professionals, we will coordinate with your existing advisors or connect you with top quality people.

Adam Ruedig

Senior Vice President–Wealth Management

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).

Registered States:
  • 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

Education

  • Dartmouth College, Bachelor's Degree in Physics
  • Yale University, Master of Architecture

Credentials

  • Chartered Retirement Plans Specialist℠

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Cash management
Financial planning
Retirement planning
Estate planning strategies
Business succession
Investing
11 S Main Street
3rd Floor
Concord, NH 03301

Email Me

adam.ruedig@ubs.com,the_ruedig_group@ubs.com
Adam Ruedig
11 S Main Street,Concord,NH,03301

Tiffany Snow

Vice President–Wealth Management

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.

Registered States:
  • 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

Education

  • Southern New Hampshire University, Bachelor's Degree in Marketing with a Minor in Finance

Credentials

  • Certified Divorce Financial Analyst
  • CERTIFIED FINANCIAL PLANNER™

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Cash management
Financial planning
Retirement planning
Estate planning strategies
Business succession
Investing
11 S Main Street
3rd Floor
Concord, NH 03301

Email Me

tiffany.snow@ubs.com
Tiffany Snow
11 S Main Street,Concord,NH,03301

David Ruedig

Senior Vice President–Wealth Management

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.

Registered States:
  • 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

Education

  • Dartmouth College, Bachelor's Degree in History with Honors
  • McGill University, Master of Arts

Credentials

  • Portfolio Manager
  • Wealth Advisor

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Cash management
Financial planning
Retirement planning
Estate planning strategies
Business succession
Investing
11 S Main Street
3rd Floor
Concord, NH 03301

Email Me

david.ruedig@ubs.com
David Ruedig
11 S Main Street,Concord,NH,03301

Katherine Kippen

Senior Wealth Strategy Associate

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.

Registered States:
  • CA
  • CO
  • FL
  • MA
  • ME
  • NC
  • NH
  • NJ
  • NY
  • VT

Education

  • University of Massachusetts at Amherst, Bachelor's Degree in Organizational Behavior and International Business
  • Southern New Hampshire University, Master of Business Administration

Credentials

  • CERTIFIED FINANCIAL PLANNER™

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Cash management
Financial planning
Retirement planning
Estate planning strategies
Business succession
Investing
11 S Main Street
3rd Floor
Concord, NH 03301

Email Me

katherine.kippen@ubs.com
Katherine Kippen
11 S Main Street,Concord,NH,03301

Vicki Thomas

Wealth Management Associate

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.

Registered States:
  • AZ
  • CT
  • FL
  • MA
  • NH
  • NY
  • RI

Education

  • Eastern Connecticut State University, Bachelor's Degree in Psychology
One State Street
Suite 1600
Hartford, CT 06103

Email Me

vicki.thomas@ubs.com
Vicki Thomas
One State Street,Hartford,CT,06103

Stephanie Johnston

Client Associate

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.

Education

  • Plymouth State Univeristy, Bachelor's Degree in Business Administration
11 S Main Street
3rd Floor
Concord, NH 03301

Email Me

stephanie.a.johnston@ubs.com
Stephanie Johnston
11 S Main Street,Concord,NH,03301