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.

David B. Ruedig

Senior Vice President - Wealth Management
Financial Advisor
Wealth Advisor
Portfolio Manager
603-226-1112

email



Mr. Ruedig 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 and the New Hampshire State Board of Education and is currently a trustee of Concord Hospital, where he chairs the Planning and Investment Committees. He lives in Concord with his wife, Mary, and has two adult children and four grandchildren. David likes to spend time with his family, play golf, fish and ski.


Registered States:
AZ, CA, CO, CT, FL, IL, KY, MA, ME, MN, MO, MT, NC, NH, NJ, NM, NY, OR, PA, RI, TN, TX, VA, VT, WA, WI, WY


Adam J. Ruedig

Senior Vice President - Wealth Management
Chartered Retirement Plans Specialist (CRPS®)
603-226-1123

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Mr. Ruedig is the second generation of The Ruedig Group, having worked as an Architect for ten years prior to his career as a Financial Advisor.  Adam holds a Bachelor's degree in physics from Dartmouth College and a Master of Architecture degree from Yale University. Adam holds the Chartered Retirement Plans Specialist (CRPS) designation.

Adam serves on the board of the Portsmouth Housing Authority and Reaching Higher New Hampshire. He has served on the boards of 3S Artspace and Red River Theater and coached numberous youth sports teams. After working in New York, Philadelphia and Boston, Adam returned to New Hampshire, living in Portsmouth with his wife Reagan and their sons Charlie and Tom. They enjoy skiing, fishing, playing music, hiking and restoring their historic home.


Registered States:
AZ, CA, CO, CT, DE, FL, IL, KS, MA, ME, MN, MO, MT, NC, NH, NJ, NM, NY, OR, PA, RI, TN, TX, VA, VT, WA, WI, WY


Kimberly Ann Masters

Senior Client Service Associate
Financial Paraplanner Qualified Professional (FPQP™)
603-226-1130

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Ms. Masters 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. 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:
AZ, CA, CO, CT, FL, MA, ME, MN, NC, NH, NJ, NY, RI, TX, VA, VT


Dawn M. Cillo

Client Service Associate
603-226-1107

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Mrs. Cillo has worked in the financial industry since 1995 and joined our team in 2000. She is fully licensed. She lives in Dunbarton with her husband Andrew. She is involved in various activities with her daughter and her two grandchildren. She also enjoys fitness, fishing and gardening.


Tiffany Snow

Financial Advisor
Certified Divorce Financial Analyst (CDFA®)
603-226-1105

email



Ms. Snow 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 fully licensed and holds the designation of Certified Divorce Financial Analyst (CDFA).

Tiffany serves on teh Concord YMCA Marketing Committee and lives in Concord, New Hampshire with her two daughters, Amelia and Olivia.  She enjoys running, skiing, hiking and travel.


Registered States:
AZ, CA, CO, CT, FL, IL, KS, MA, ME, MN, MO, MT, NC, NH, NJ, NM, NY, OR, PA, RI, TN, TX, VA, VT, WA, WI, WY


Katherine Rose Kippen

Wealth Strategy Associate
603-226-1128

email



Katie is the newest member of The Ruedig Group. 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 husband, Mike, and two dogs, Benji and Marcie. Katie enjoys reading, strategy games, playing ice hockey, and travel.


Registered States:
CA, CO, FL, MA, ME, NC, NH, NJ, NY, VT