• Go

    Pages

      Members

        Categories

          Quicklinks

            Events

            • Trudeau Wealth Management - UBS Financial Services

              Trudeau Wealth Management - UBS Financial Services

              Categories

              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

              Gallery Image TWMteamCROP%202021.jpg
              Gallery Image TWM_street_shot.jpg
              Gallery Image TWM_Inside_Office.jpg

              Rep/Contact Info

              Card image cap
              Nancy Rose
              • Phone: (855) 566-2350
              Card image cap
              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 6LIVE Entertainment at Noggin Room Pub
              Noggin Room Pub in lower level of Perry Hotel
              100 Lewis Street, Downtown Petoskey
              Jun 6Annex Karaoke
              City Park Grill
              432 E Lake St
              Petoskey, MI 49770
              Jun 7LIVE Entertainment at Noggin Room Pub
              Noggin Room Pub in lower level of Perry Hotel
              100 Lewis Street, Downtown Petoskey
              Jun 8Pre-Assembly Worship Service
              John M Hall Auditorium Bay View Association 1725 Encampment Ave, Petoskey, MI 49770
              Jun 9The Great Lakes Championship
              the Heather course at the Highlands in Harbor Springs, MI
              Jun 9Bay View Monday Night Movie
              Voorhies Hall Bay View Association 1660 Encampment Ave, Petoskey, MI 49770
              Jun 12Disability Pride Pennant-Making Workshop with Bri Beck
              Crooked Tree Arts Center, Petoskey, Visual Arts Workroom
              Disability Pride Pennant-Making Workshop with Bri...