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

Tiffany Snow

Vice President–Wealth Management

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.

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

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

Kimberly Masters

Senior Client Associate

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.

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

Credentials

  • Financial Paraplanner Qualified Professional™

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

Senior Wealth Strategy Associate

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.

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