Wealth advice for your life's goals

At times, the complexity of today’s global economy may feel overwhelming. Whether you’re a working professional who is building wealth, a successful executive or business owner contemplating your next act, or the head of a multigenerational family looking to preserve your family’s future—you have questions. You expect clear answers from an advisor with worldwide experience who understands you, your family and your community.


Our highly credentialed team offers the thoughtful perspective and proactive service your family needs to help meet their goals. With a team of advisors spanning decades of experience, we strive, relentlessly, to make sure you feel well taken care of. By putting financial planning at the core of everything we do, we offer the capabilities to help you, your business and your family unlock opportunity, preserve wealth and create continuity.

Family photos

Anthony "Tony" Montemagni, CFP

Senior Vice President–Wealth Management

Tony began his career in financial services with UBS (formerly PaineWebber) in 1996. He has earned extensive professional recognition for his achievements over the past 24 years. Tony attributes much of his success by offering his clients a combination of trust, expertise and a comprehensive understanding of their needs.

In addition to being one of a select group of UBS Wealth Advisors, he has completed intensive training and testing to be recognized as a CERTIFIED FINANCIAL PLANNER™ professional.  Tony is one of an exclusive group of approved Senior Retirement Plan Consultants in the UBS Retirement Plan Consulting Services program, and he is a Senior Portfolio Manager within the firm's Portfolio Management Program. He is also a member of the UBS Director's Council, distinguishing him as one of the firm's leading Financial Advisors. 

In 2013, Tony was named to UBS's exclusive Top 35 Under 35 Program. The firm has annually recognized UBS's rising stars—our 35 Advisors under 35—across Wealth Management Americas. Those who make the list are evaluated based on production, age, and assessments from Field Leadership, Human Resources, and Compliance. 

A graduate of American International College, he holds a degree in Business Management.  Tony lives with his wife, Amy, and two daughters, Alison and Lauren, in South Hadley, Massachusetts.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • ID
  • IL
  • KS
  • KY
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MT
  • NC
  • NE
  • NH
  • NJ
  • NV
  • NY
  • OH
  • OR
  • PA
  • RI
  • SC
  • TN
  • TX
  • VA
  • VT
  • WA
  • WI

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Advisors, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • Bachelors Degree, Business Management, American International College, Springfield, MA

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Senior Portfolio Manager
  • Wealth Advisor
  • Senior Retirement Plan Consultant
One Monarch Place
Suite 1400
Springfield, MA 01144
  • (413) 731-2314

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The circular economy: What is it?

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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