Wealth advice for your life's goals

Today more than ever, it takes the right team to provide you with the planning and investment solutions that can steer you confidently toward your future. At Generational Consulting Partners, our entire team is focused on delivering advice that thoughtfully addresses the important financial challenges facing you and your family—no matter what your life stage. Because we are a multigenerational team ourselves, each of us offers our personal insights and experience with a keen understanding of how priorities shift with time and age.

A diversified team. An integrated approach.
What we feel is really important, though, is the scope of our advice. We are a diverse team of planners, portfolio managers and retirement plan specialists who focus on each critical area of wealth management. We believe, our reputation for the breadth of our knowledge and the precision and methodology of our processes has earned us the respect of our professional clients—particularly attorneys and CPAs—throughout the country. Accessing the deep resources of UBS, our team is also well-positioned to deliver Advice. Beyond investing—our comprehensive planning and investing approach that helps ensure that you have the collaboration and resources you need to make well-informed decisions as your life and goals evolve.

Family photos

Anthony "Tony" Montemagni, CFP

Senior Vice President–Wealth Management

Tony's career in the financial services industry started at UBS in 1996.  He has earned extensive professional recognition for his achievements over the past 27 years. He attributes much of his success by offering his clients a combination of experience, dedication, and a comprehensive understanding of their needs. Throughout his career, Tony’s comprehensive and objective advice has helped individuals, families and businesses achieve their financial goals.

The experience to guide you forward
In addition to being one of a select group of UBS Wealth Advisors who focuses on affluent individuals and families, he has completed intensive training and testing to be recognized as a CERTIFIED FINANCIAL PLANNER™ professional. Tony is a Senior Portfolio Manager within the firm’s Portfolio Management Program. He is also a Senior Retirement Plan Consultant within the UBS Retirement Plan Consulting Services group providing consulting services to retirement plan clients while acting as a Fiduciary.

Outside of UBS
Tony is a native of South Hadley, MA, where he resides with his wife Amy and their two children, Alison and Lauren  He earned a B.S., in Business Management from American International College. He enjoys playing golf, skiing and spending time with his family. Tony volunteers for the Greater Springfield Habitat for Humanity and serves on the investment committee for the Springfield Technical Community College Foundation (STCC).

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

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023, 2024The 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.
  • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March 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


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


  • Senior Portfolio Manager
  • Wealth Advisor
  • Senior Retirement Plan Consultant

Financial planning
Business succession
Retirement Plan consulting
Multi-generational families
Business Owners
Corporate executives
One Monarch Place
Suite 1400
Springfield, MA 01144
  • (413) 731-2314

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UBS and Credit Suisse—stronger than ever

Global Wealth Report 2024

Crafted wealth intelligence

Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

Gain additional insights into the trends shaping wealth in the US and around the world.

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$5.8+ trn

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As of 03/31/2024

51 countries

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