Experience Makes all the difference

The Vigi Wasserbaech Group is a preeminent Private Wealth Management group with over 70 years of collective experience in providing financial solutions along with the highest level of service to help our clients achieve their wealth and life goals. Each member brings individual expertise guided by the same principles; integrity, compassion and our personal commitment to your long term financial success through unparalleled service. We consistently serve our clients by delivering customized solutions and premier client service for their wealth management needs.

Client relationships start with a disciplined investment management process and comprehensive planning.

Advice and service is based on an intimate, trusting relationship centered on an understanding of each client's vision and priorities, including their family, legacy, philanthropic interests and other life goals.

With exclusive entrée to the UBS Family Office Solutions Group (FOSG), we are able to effectively leverage an elite team of professionals offering expertise to lead, support and partner with your family.  Through their access to the finest experts in the firm, the FOSG provides services in virtually every aspect of your life; Portfolio advisory (asset allocation, portfolio construction and implementation and risk management), Advanced planning (trust, estate, tax, charitable giving and business succession), Family advisory, governance and philanthropic services, Family office services, Income tax strategies, Corporate finance, Tailored lending, Structured investment solutions, Alternative and direct investments.  Our partnership can connect you to an exclusive network of families, entrepreneurs, and thought leaders, and provide access to exclusive events. 

Driven by the goal of protecting and maximizing client's personal net worth, Jon Vigi and the team utilize their considerable breadth of experience and knowledge of wealth management, combined with the capabilities of our firm's specialists and client's personal advisors to develop customized investment solutions that address clients' most personal and complex financial ambitions and aspirations.

It's easier to make decisions about your future when you're guided by Financial Advisors whose first priority is to understand you.

With a personal commitment to each client's long term financial success, our careful consideration of risk, cash flow requirements and income needs informs unique solutions designed to enable clients to both fulfill their wealth and life goals today while ensuring their legacy for their loved ones in future generations.

  • Tailor a Comprehensive Service Plan
    • Unique plan centered around you and your family
  • Estate review
    • In partnership with Ann Bjerke, Executive Director, Head of Advanced Planning
  • Comprehensive asset review
    • In partnership with Matthew Morris, Director, UNHW Portfolio Strategist
  • Determine your aspirations
  • Understand family dynamics and their effects
  • Generational education
  • Cash flow and budgeting
  • Banking services including cash management, lending, credit, online banking

Our personal success is predicated on the degree to which we can enhance the personal and financial lives of each client and their family with a commitment to providing the highest level of client service.

Jon Vigi

Managing Director - Wealth Management

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With more than 35 years of experience as a financial partner, Jon currently serves as a Private Wealth Advisor with the UBS Private Wealth Management Group; based in Chicago with local offices in Birmingham and Detroit.  This select group of financial advisors is accredited with comprehensive skills critical for serving the needs of ultra-high net worth clients and their families. Jon is located in the Birmingham, Michigan UBS Private Wealth Management office.

Throughout his career, Jon has developed extensive personal experience servicing a small select group of multigenerational, ultra-high net worth families, specializing in business owners, family offices, family foundations, endowments, and corporate executives. Dedicated to understanding the complexities of his client’s arenas, Jon’s personal accessibility and commitment to service are the cornerstones of each of his relationships.

Jon is currently and has consistently been named to Barron's Top 1000 Financial Advisors.  Published yearly by Barron's magazine, the list includes the top financial advisors throughout the 50 states. Additionally, as has repeatedly been the case in previous years, Financial Times has named Jon to the Financial Times Top 400 Financial Advisors, a list recognizing the top 400 Financial Advisors in the United States.

Jon earned a BA in Economics at Albion College.  He is a member of the Investment Management Consultants Association and has served on various strategic leadership and industry advisory councils.  Jon has also studied industry advanced economic and management theory in Executive courses at Harvard, Princeton, and Wharton.

Jon for many years has been effectively active in his church and with his charitable giving and donations of time.  As an advocate for many local charities, Jon has participated in mentoring inner city children by fostering their development through their high school years and beyond.

He and his wonderful wife, Betsy, have three beautiful children Lea, Jon, and Dan. A member of Oakland Hills Country Club, Jon enjoys his summers there and on Walloon Lake.  Jon and Betsy currently reside in Bloomfield Hills, Michigan.

 


Registered States:
AZ, CA, CO, CT, DC, FL, GA, IL, IN, MI, NC, NV, NY, OH, OR, TN, TX, VA, WA, WI


Jon Orlando Vigi, Jr.

Vice President - Wealth Management
Financial Advisor
CERTIFIED FINANCIAL PLANNER™
Certified Exit Planning Advisor (CEPA®)

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Jon Vigi, Jr. joined UBS in 2014 as a Financial Advisor specializing in financial planning and investment analysis.  Jon was previously with the University of Michigan Athletic Department Center for Leadership Development and Career Preparation where he worked with the Finance and Human Resource departments of Fortune 500 companies as a liaison with University programs. Prior to that he worked as an assistant football coach and administrator for Kalamazoo College while obtaining his Master's degree in Sport Management. His interest and knowledge in providing comprehensive financial planning and wealth management services to affluent families was sparked when he worked summers at Merrill Lynch as part of the Mig-Vigi Private Banking and Investment Group while attending school.

Jon attended Kalamazoo College where he earned his Bachelor's Degree in Business and was a member and captain of the football team. He holds Series 7 and 66 securities licenses from FINRA and, in 2016, he completed his Certified Financial Planner (CFP®) designation through New York University (NYU). Jon also holds the Certified Exit Planning Advisory (CEPA) designation.

Jon is a member of the Detroit Economic Club where he regularly volunteers. He and his wife Jackie reside in Northville, Michigan with their dogs of the Australian Shepherd breed, Opie and Moose. Outside of the office, he enjoys golfing, playing hockey and spending summer weekends on the lake in northern Michigan.


Registered States:
AZ, CA, CO, CT, DC, FL, GA, IL, IN, MI, NC, NV, NY, OH, OR, TN, TX, VA, WA, WI


Terrie Strawska

Authorized Officer
Senior Wealth Strategy Associate

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Terrie is a Senior Wealth Strategy Associate, specializing in providing unparalleled service to the team's clients. Her career in the financial services industry spans more than 30 years. Terrie and Jon Vigi first forged their partnership during their tenure with Merrill Lynch's Private Banking and Investment Group. 

With steadfast focus and commitment to exceptional client service, Terrie oversees the team's administrative functions and brings best in class solutions to our ultra-high net worth clients. In collaboration with specialists throughout the firm, she ensures operational efficiency with responsibilities including account administration, performance reporting and liability management and has repeatedly been recognized by management for outstanding service.

Terrie's passion is demonstrated in her volunteer roles as well, actively involved in her community.  She enjoys golf, tennis and spends summer weekends on Lake Huron with her  husband, Jeff, and their two MSU Spartan daughters, Stephanie and Brooke.


Registered States:
AZ, CA, CT, FL, GA, IL, IN, MI, NV, NY, OH, TX


Cathy McCann

Client Service Associate

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Cathy joined the Vigi Wasserbaech team in 2013 as Client Service Associate.  After spending 23 years as the Director of Human Resources for the Detroit office of Young & Rubicam Brands, a global marketing/communications company and division of WPP, Cathy left the corporate sector and joined the Michigan Attorney General's Cyber Safety Initiative (Michigan CSI) in 2009 and later the Michigan OK2SAY student safety program. Passionate about student’s understanding of navigating the internet in a safe way, she remained with the programs through late 2019.  There, Cathy presented internet safety education programs in schools across Michigan for students and an adult seminar for parents and other related community groups.

During her tenure with Y&R Brands, Cathy served on the Board of Directors and Executive Committee of Big Brothers/Big Sisters of Metropolitan Detroit.  She was also an active volunteer with the Detroit Reading Corp during its tenure and currently serves as co-chair for her church's Activities Committee. Cathy is a proud graduate of Michigan State University and resides in Northville where she enjoys golf and pickle ball.  She and her husband, Bob, have two sons, Michael and Kevin.

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