We believe in long-term relationships built on trust and integrity. Our team strives to provide excellent guidance and service to you and your family, implementing ongoing holistic wealth management. Financial Planning is the foundation of our client relationships, allowing us to understand what is most important to you not just now, but in the years and decades to come. We assist our clients at every life stage, in three key ways:
We proactively assist you in managing your financial life, anticipating needs and striving to provide seamless service. We take seriously the responsibility of helping you plan for the oversight and protection of your financial assets, which is essential to the long-term well-being of both you and your family.
Our detailed financial planning process ensures that your personal financial needs and goals guide decisions. Our team’s financial planner consults with professional partners to assist you in making informed decisions about Social Security, Health Care, Long-Term Care, and Life Insurance. We also coordinate with our clients and their accountants and attorneys regarding key areas such as taxes, estate planning strategies, and charitable gifting.
Trudeau Wealth Management clients receive individual attention and tailored solutions at every stage of the relationship. We have over three decades of extensive experience in investment management solutions, including cash, equity, debt, alternative investments, tax, and risk management. Our high level of commitment to sound investment principles is an integral part of our team culture. We offer disciplined individual securities selection and portfolio management options vetted not only by UBS, but by our portfolio managers personally.
R. Stephen Trudeau has been recognized as an industry leader
- Forbes Best-In-State Wealth Advisors, 2020