Time to do great things

Start planning your future now

Couple in front yard

By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

Three generations in front yard

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.

  • Wendy Vigh Profile Photo

    Wendy Vigh

    Senior Vice President–Wealth Management

    Financial Advisor

    • image
    • image
    • image
    • AZ
    • CA
    • CO
    • CT
    • DC
    • FL
    • GA
    • IL
    • IN
    • KS
    • KY
    • MA
    • MD
    • MI
    • MN
    • MO
    • MT
    • NC
    • NJ
    • NM
    • NV
    • NY
    • OH
    • PA
    • SC
    • TN
    • TX
    • VA
    • WA
    • WI

    Wendy joined the financial services industry with Smith Barney in 2005 and commenced her career at UBS in 2009.  She is a graduate of Walsh College of Accounting and Business Administration with her Bachelor of Business Administration.  Wendy has earned her Portfolio Manager designation at UBS and is FINRA registered holding Series, 7, 63, 65 and 31 securities licenses as well as licenses for life, accident and health insurance and variable annuities. 

    Wendy is married to her high-school sweetheart; they reside in Milford, Michigan with their two daughters.  They enjoy visiting the Michigan shore-lines with their children and cooking in their spare time. 

      • Walsh College of Accounting and Business Administration, Bachelor of Business Administration
        730 Penniman Avenue
        Plymouth, MI 48170
        Wendy Vigh
        730 Penniman Avenue,Plymouth,MI,48170

      Why does A.I. in space matter?

      Outlook on interest rates


      UBS and Credit Suisse—stronger than ever

      Global Wealth Report 2024

      Crafted wealth intelligence

      Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

      Gain additional insights into the trends shaping wealth in the US and around the world.

      Download the report

      A leader in wealth management

      Backed by the strength of our parent company, UBS AG

      $5.8+ trn

      UBS Group invested assets
      As of 03/31/2024

      51 countries

      Our global footprint

      Global leader

      UBS is a leading and truly global wealth manager