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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.

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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 22IMMERSED Exhibit
              Crooked Tree Arts Center - Petoskey
              Jul 23Unwind Wednesday at The Highlands
              600 Highlands Dr, Harbor Springs MI, 49740
              Jul 24CTAC - Petoskey Coffee @ Ten: Great Lakes and Climate Change–What does it mean for Northern Michigan?
              Crooked Tree Arts Center - Petoskey Gilbert Gallery 461 E. Mitchell St. Petoskey, MI 49770
              Jul 24Sip and Savor at the Weathervane Restaurant in Charlevoix
              Weathervane Restaurant
              106 Pine River Lane, Charlevoix, MI
              Sip and Savor event at the Weathervane Restaurant...
              Jul 24Crush It Thursday - The Highlands Bike Park
              600 Highlands Dr., Harbor Springs, MI 49740
              Jul 24Friendly Beginner Swing Dancing Class at the Bay View Inn
              The Bay View Inn
              2011 Woodland Avenue, Petoskey
              Friendly beginner swing dancing lessons are...
              Jul 24*Harbor Springs Street Musique 2025
              Jul 24Opera: Bizet’s CARMEN
              John Hall Auditorium Bay View Association 1725 Encampment Ave, Petoskey, MI 49770
              Jul 25Shay Days
              Harbor Springs History Museum, Shay Park
              This two-day, family-friendly event, now in its...