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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 9The Great Lakes Championship
              the Heather course at the Highlands in Harbor Springs, MI
              Jun 13Great Lakes Championship
              The Highlands - The Heather Course
              Jun 13Volunteer Clean-Up Day
              Voorhies Hall Bay View Association 1660 Encampment Ave, Petoskey, MI 49770
              Jun 13LIVE Entertainment at Noggin Room Pub
              Noggin Room Pub in lower level of Perry Hotel
              100 Lewis Street, Downtown Petoskey
              Jun 13CTAC School of Ballet's The Most Incredible Thing
              Harbor Springs Performing Arts Center
              Jun 13Great Lakes Chamber Orchestra
              John Hall Auditorium Bay View Association 1725 Encampment Ave, Petoskey, MI 49770
              Jun 13GLCO presents: Viva La France!
              John M. Hall Auditorium
              1725 Encampment Ave
              Bay View, MI 49770