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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
              Jul 11Blissfest Music Festival
              FESTIVAL FARM + CAMPGROUND 3695 Division Rd., Harbor Springs, MI 49740
              Jul 12Birdies & Bourbon
              The Highlands, 600 Highlands Dr, Harbor Springs
              Jul 12Musical: RAGTIME
              John Hall Auditorium Bay View Association 1725 Encampment Ave, Petoskey, MI 49770
              Jul 13Stafford's Bay View Inn Sunday Brunch
              The Bay View Inn, 2011 Woodland Avenue , Petoskey
              Jul 13*Sunday Music in the Park - 2025
              Marina Park
              Harbor Springs
              Jul 13Vesper Concert
              John Hall Auditorium Bay View Association 1725 Encampment Ave, Petoskey, MI 49770
              Jul 14Religion and Life Hour – Marilyn McEntyre
              Voorhies Hall, Bay View Association, 1660 Encampment Ave, Petoskey, MI 49770