3
Investment professionals on the team
With over 90 years of combined experience, the Vaudreuil team is dedicated to steering our clients through today's market uncertainty with practical, relevant and forward thinking advice. Beyond just weathering market downturns, we believe in turning that volatility into potential opportunities. With the right balance of careful planning and confident action, we have the courage and wisdom to help you avoid missteps.
Our team of wealth management specialists delivers exceptional client service and tailored financial planning with a personal touch. Through relevant strategies and our global capabilities, we provide comprehensive services that include wealth transfer planning, investment management, and lending solutions. We approach every client as an individual, but for every client our end goal is the same: financial confidence.
3
Investment professionals on the team
90+
Collective years of experience
4 person
seasoned team
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.
Support and resources
Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.
Learn how you can get involved and make an impact through the UBS Optimus Foundation.
The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager