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            • Trudeau Wealth Management - UBS Financial Services

              Trudeau Wealth Management - UBS Financial Services

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              Financial Advisors

              About Us

              Trudeau Wealth Management works with individuals and families to proactively manage their financial lives. From investments to comprehensive financial planning and beyond our clients receive individual attention and tailored solutions at every stage of the relationship. Our family team is proud to combine decades of experience and the resources of a global firm with seamless personal service. Recognized as a Forbes/SHOOK Best-in-State Wealth Advisor for Michigan in 2020, 2021 and 2022.

              Images

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              Rep/Contact Info

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              Nancy Rose
              • Phone: (855) 566-2350
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              Stephen Trudeau

            • 2025 Events Calendar 2025 Events Calendar

            • May 19It’s Not Just a Quill Box - Exhibit
              Harbor Springs History Museum
              349 E Main Street, Harbor Springs 49740
              This groundbreaking traveling exhibit celebrates...
              May 22Legacy & Light Exhibit
              Crooked Tree Arts Center - Petoskey
              May 22IMMERSED Exhibit
              Crooked Tree Arts Center - Petoskey
              Jun 23Stutsmanville Chapel Step Right UP! VBS 2025
              Stutsmanville Chapel
              2988 S. State Rd
              Harbor Springs, MI 49740
              Jun 23Religion and Life Hour – Brian D. McLaren
              Voorhies Hall, Bay View Association, 1660 Encampment Ave, Petoskey, MI 49770
              Jun 24*2025 Night of the Arts
              Harbor Springs
              Gallery Tour, Harbor Springs, Night of Arts,...
              Jun 24The Western Reserve: A Tale of Innovation, Tragedy, and Discovery (History Talk)
              Harbor Springs History Museum
              349 E Main Street, Harbor Springs MI 49740
              Join Bruce Lynn, Executive Director of the Great...
              Jun 24The Young Americans Dinner Theatre
              600 Highlands Dr., Harbor Springs, MI 49740
              Jun 24Coast Guard Sector Northern Great Lakes – Service, Community and Water
              Voorhies Hall 1660 Encampment Ave., Petoskey, MI 49770
              Jun 25Unwind Wednesday at The Highlands
              600 Highlands Dr, Harbor Springs, MI 49740