Retirement planning. It's about time.

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Retirement isn’t just about the year you stop working, it's about you, your lifetime of hard work, your family and the lifestyle you want to preserve. Most important, it’s about feeling confident about the future – for many years to come. We believe retirement confidence begins with a plan.

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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.

  • Wendy Vigh Profile Photo

    Wendy Vigh

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • CT
    • DC
    • FL
    • GA
    • IA
    • ID
    • IL
    • IN
    • KS
    • KY
    • MA
    • MD
    • MI
    • MN
    • MO
    • MT
    • NC
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OR
    • PA
    • SC
    • TN
    • TX
    • UT
    • 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
      • Marian Roth Profile Photo
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          Marian has over 30 years of banking and financial service experience including titled positions as Vice President at Chase Bank and Senior Vice President, Wealth Management at both Smith Barney and UBS.  Her expertise includes estate, retirement and financial planning together with personal and business lending. 

          Marian resides in Northville, Michigan.  She enjoys golf, bowling and travel in her spare time. 

              • Jonathan Solace Profile Photo

                Jonathan Solace

                Senior Wealth Strategy Associate

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                • MI

                Jon graduated from the University of Michigan- Ann Arbor in 2011 with a B.A. in Economics. There he spent his time interning at Merrill Lynch and First Investors Corporation. Upon graduation, Jon entered the financial service industry working for Quicken Loans in Detroit, first as a purchase banker helping clients buy their dream homes then rotating to the capital markets team working on the pricing and hedge desk. Prior to joining the UBS team in 2020 Jon was a Senior Analyst at Ally Financial working for the Direct Lending team.

                Jon is married to his high-school sweetheart, Megan, and happily resides in Plymouth, Michigan with his daughters- Lyla, Poppy and Josie in addition to his female fur babies Bailey (chocolate lab) and Madeline (rescue cat).


                  • University of Michigan- Ann Arbor, B.A. in Economics
                    730 Penniman Avenue
                    Plymouth, MI 48170

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                  What will your legacy be?
                  It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

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