Achieving your goals

It starts with insightful advice

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 practice 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.

Start the conversation

Understanding the complexities of securing lasting financial success, we focus on developing long-term investment strategies to help you enjoy the life you've earned.
- Jim Foard Jr.

Forbes Best-In-State Wealth Management Team, 2023

The 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.

James Foard Jr.

Managing Director–Wealth Management
View bio Industry recognition
- AR
- 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
- UT
- VA
- VT
- WA
- WI
Jim began his career in the financial services industry in 2000 and joined UBS in 2002. Previously, Jim progressed through a variety of roles within a privately owned small business, providing him with a hands-on understanding of the short term and long term challenges that business owners and their companies face.

Wealth planning facets including investment management, risk management, multigenerational wealth transfer and philanthropic planning form the core of Jim’s practice. Having navigated multiple bull and bear markets amidst a variety of economic cycles over the past 20+ years, Jim’s patience, experience and perspective are central to the tailored financial advice and solutions he provides to affluent families, entrepreneurs and businesses across the country.

Jim holds the Series 7, 63 and 65 securities licenses and is licensed to offer Life and Long Term Care insurance.

Jim graduated with a B.A. in Psychology from the College the Holy Cross in 1992 where he captained the golf team. A lifelong resident of western Massachusetts, Jim is actively engaged in his community and is particularly passionate about helping children and adults who have developmental disabilities. Jim coached youth sports for several years and is an active volunteer with several non-profit organizations. He currently serves on the Board of Directors at Pathlight (formerly The Association for Community Living) in Springfield, MA. Jim lives in Longmeadow, MA with his wife Michelle and their three children; Jimmy, Madeleine and Olivia. He enjoys spending time with family and friends, golf and travel.
- Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023The 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, 2023The 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.
- College of the Holy Cross, B.A. Psychology
One Monarch Place
Suite 1400
Springfield, MA 01144
Anthony Montemagni, CFP

Senior Vice President–Wealth Management

Senior Retirement Plan Consultant
View bio Industry recognition
- AR
- 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
- UT
- VA
- VT
- WA
- WI
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).
- Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023The 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, 2023The 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.
- American International College, B.S., Business Management
- Senior Retirement Plan Consultant
- Senior Portfolio Manager
- Wealth Advisor
One Monarch Place
Suite 1400
Springfield, MA 01144
Peter Alminas, CFP, CSRIC

First Vice President–Wealth Management

Portfolio Manager
View bio Industry recognition
- AR
- 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
- UT
- VA
- VT
- WA
- WI
The experience to guide you forward
A CERTIFIED FINANCIAL PLANNER™, Pete specializes in planning and asset allocation for individuals and families, helping them to find creative solutions for their financial goals as they prepare for retirement. With an emphasis on building long-term personal relationships with clients, he brings a fresh perspective and passion to simplifying their lives and clarifying their needs and objectives.

Professional achievements and education
- B.S., business administration with a concentration in financial planning, Winthrop University, SC
Outside of UBS
Pete resides in Springfield, MA, and actively participates on the Springfield Conservation Commission, the Springfield School Volunteer’s Read Aloud Program and the East Longmeadow High School Athletic Hall of Fame Committee. Pete was an NCAA Division One college golfer and still plays regularly in his free time. He also avidly follows Boston’s major sports teams and enjoys spending time with family as well as traveling to new places.

NMLS # 1630825
- Forbes Best-in-State Wealth Management Teams, 2023The 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.
- Winthrop University, SC, B.S., Business Administration with a concentration in Financial Planning
- Portfolio Manager
- Senior Retirement Plan Consultant
One Monarch Place
Suite 1400
Springfield, MA 01144
Brennan Collins, CFP

Vice President–Wealth Management
View bio Industry recognition
- AR
- 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
- UT
- VA
- VT
- WA
- WI
The experience to guide you forward
Brennan is dedicated to serving clients as their lives evolve - from years of accumulating wealth to a time spent enjoying the lifestyles and legacies they envision. Employing a goals-based approach to managing clients' wealth, Brennan uses his industry training to build real-world financial strategies around the situations and aspirations of clients and their families. Brennan holds the CERTIFIED FINANCIAL PLANNER^TM Certification, a designation awarded by the Certified Financial Planner Board of Standards, Inc. He launched his financial services career in 2007 and joined UBS in 2017. Prior to joining UBS Brennan worked for BNY Mellon and Merrill Lynch Wealth Management.

Professional achievements and education
- Certificate in Financial Planning, Boston University
- B.A., history, College of the Holy Cross
Outside of UBS
A native of Western, MA, Brennan actively serves his community - supporting local nonprofit organizations including the Alzheimer's Association, for which he is a board member and chair of the planning committee for the Berkshire County Walk to End Alzheimer's. Brennan is an active participant in the Rotary Club of Springfield where he serves as a board member. He resides in Longmeadow, MA with his wife and daughter. In addition to family time, Brennan can be found on the golf course, the ski slopes, or working in his yard.

NMLS # 1275389
- Forbes Best-in-State Wealth Management Teams, 2023The 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.
- College of the Holy Cross, B.A. History
One Monarch Place
Suite 1400
Springfield, MA 01144
Raissa Levsky

Financial Advisor
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- KS
- KY
- MA
- MD
- ME
- MI
- MO
- MT
- NC
- NE
- NH
- NJ
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
The experience to guide you forward
Raissa joined the team in 2014 after previously working at competing firms in the financial services industry. Enthusiastic and detail-oriented, Raissa strives to continuously improve upon the high-quality service the Keady Foard Montemagni Wealth Management Group is known for.

Professional achievements and education
- Series 7 and 66 securities licenses
- B.S., biology and pre-medical sciences, University of Connecticut
Outside of UBS
Raissa is the daughter of a military family and has lived in various parts of the country before settling down in the Hartford area. As a former collegiate rower, Raissa enjoys spending time on the water during the warmer New England months. She is actively involved with the local chapter of Habitat for Humanity and Friends of the Homeless, giving back annually during the firm’s Season of Service campaign.
- University of Connecticut, B.S.
One Monarch Place
Suite 1400
Springfield, MA 01144
Lorena DuBois

Wealth Management Associate
View bio
- CT
- FL
- MA
- NY
The experience to guide you forward
Lorena’s strives to provide quality client service and administrative support. With more than 30 years of experience in the financial services industry with the same firm, her knowledge of UBS’s capabilities and products allows her to quickly address client concerns and identify the right solutions for their financial needs.

Professional achievements and education
- Series 7 and 63 securities licenses
- B.S.B.A., accounting, Western New England University
Outside of UBS
Lorena grew up in Springfield, MA, and now lives in Westfield with her husband and their son. She is a member of the Westfield Kiwanis. Lorena loves to support her local Food Pantries and volunteers at various local events through Kiwanis. She looks forward to spending time with her son when he is home from College and family get togethers.
- Western New England University, B.S.B.A., Accounting
One Monarch Place
Suite 1400
Springfield, MA 01144

Evelyn David

Client Associate
View bio
The experience to guide you forward
Evelyn joined the team in 2017 as a Client Service Associate, working closely with Lorena DuBois and Raissa Levsky in our efforts to provide you with exceptional service. Evelyn started her career at UBS in 2012 as an intern for our team while she was earning her Bachelor's Degree in Business Administration from Bay Path University in Longmeadow, MA. Upon graduation in 2013, Evelyn took on the role of Branch Service Associate for the entire UBS office in Springfield. She quickly progressed to Client Service Associate later in 2013.

Professional achievements and education
- B.S., business administration, Bay Path University
Outside of UBS
Evelyn was born, raised, and resides in Springfield, MA, and she enjoys traveling and spending time with family.
- Bay Path University, B.S. Business Administration
One Monarch Place
Suite 1400
Springfield, MA 01144
Angela Silva

Client Associate
View bio
Angie has worked in a variety of roles in the financial services industry over the past 20+ years at firms including Investors Bank & Trust, The Boston Stock Exchange, Wells Fargo Advisors and TD AmeriTrade. She earned her Masters in Business Administration with a concentration in finance at Bentley College in Waltham, MA. Her industry knowledge and commitment to client satisfaction helps our team in our efforts to deliver service, financial advice and wealth management to our individual and institutional clients.

Angie resides in Longmeadow, MA with her husband and their three children. Her greatest joy is her family and friends. When not cheering on her kids at their sporting events she enjoys playing paddle and tennis and is learning to golf.
- Bentley College, B.S., business administration
One Monarch Place
Suite 1400
Springfield, MA 01144

James Foard Jr.

Managing Director–Wealth Management
View bio Industry recognition
- AR
- 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
- UT
- VA
- VT
- WA
- WI
Jim began his career in the financial services industry in 2000 and joined UBS in 2002. Previously, Jim progressed through a variety of roles within a privately owned small business, providing him with a hands-on understanding of the short term and long term challenges that business owners and their companies face.

Wealth planning facets including investment management, risk management, multigenerational wealth transfer and philanthropic planning form the core of Jim’s practice. Having navigated multiple bull and bear markets amidst a variety of economic cycles over the past 20+ years, Jim’s patience, experience and perspective are central to the tailored financial advice and solutions he provides to affluent families, entrepreneurs and businesses across the country.

Jim holds the Series 7, 63 and 65 securities licenses and is licensed to offer Life and Long Term Care insurance.

Jim graduated with a B.A. in Psychology from the College the Holy Cross in 1992 where he captained the golf team. A lifelong resident of western Massachusetts, Jim is actively engaged in his community and is particularly passionate about helping children and adults who have developmental disabilities. Jim coached youth sports for several years and is an active volunteer with several non-profit organizations. He currently serves on the Board of Directors at Pathlight (formerly The Association for Community Living) in Springfield, MA. Jim lives in Longmeadow, MA with his wife Michelle and their three children; Jimmy, Madeleine and Olivia. He enjoys spending time with family and friends, golf and travel.
- Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023The 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, 2023The 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.
- College of the Holy Cross, B.A. Psychology
One Monarch Place
Suite 1400
Springfield, MA 01144
Anthony Montemagni, CFP

Senior Vice President–Wealth Management

Senior Retirement Plan Consultant
View bio Industry recognition
- AR
- 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
- UT
- VA
- VT
- WA
- WI
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).
- Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023The 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, 2023The 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.
- American International College, B.S., Business Management
- Senior Retirement Plan Consultant
- Senior Portfolio Manager
- Wealth Advisor
One Monarch Place
Suite 1400
Springfield, MA 01144
Peter Alminas, CFP, CSRIC

First Vice President–Wealth Management

Portfolio Manager
View bio Industry recognition
- AR
- 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
- UT
- VA
- VT
- WA
- WI
The experience to guide you forward
A CERTIFIED FINANCIAL PLANNER™, Pete specializes in planning and asset allocation for individuals and families, helping them to find creative solutions for their financial goals as they prepare for retirement. With an emphasis on building long-term personal relationships with clients, he brings a fresh perspective and passion to simplifying their lives and clarifying their needs and objectives.

Professional achievements and education
- B.S., business administration with a concentration in financial planning, Winthrop University, SC
Outside of UBS
Pete resides in Springfield, MA, and actively participates on the Springfield Conservation Commission, the Springfield School Volunteer’s Read Aloud Program and the East Longmeadow High School Athletic Hall of Fame Committee. Pete was an NCAA Division One college golfer and still plays regularly in his free time. He also avidly follows Boston’s major sports teams and enjoys spending time with family as well as traveling to new places.

NMLS # 1630825
- Forbes Best-in-State Wealth Management Teams, 2023The 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.
- Winthrop University, SC, B.S., Business Administration with a concentration in Financial Planning
- Portfolio Manager
- Senior Retirement Plan Consultant
One Monarch Place
Suite 1400
Springfield, MA 01144
Brennan Collins, CFP

Vice President–Wealth Management
View bio Industry recognition
- AR
- 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
- UT
- VA
- VT
- WA
- WI
The experience to guide you forward
Brennan is dedicated to serving clients as their lives evolve - from years of accumulating wealth to a time spent enjoying the lifestyles and legacies they envision. Employing a goals-based approach to managing clients' wealth, Brennan uses his industry training to build real-world financial strategies around the situations and aspirations of clients and their families. Brennan holds the CERTIFIED FINANCIAL PLANNER^TM Certification, a designation awarded by the Certified Financial Planner Board of Standards, Inc. He launched his financial services career in 2007 and joined UBS in 2017. Prior to joining UBS Brennan worked for BNY Mellon and Merrill Lynch Wealth Management.

Professional achievements and education
- Certificate in Financial Planning, Boston University
- B.A., history, College of the Holy Cross
Outside of UBS
A native of Western, MA, Brennan actively serves his community - supporting local nonprofit organizations including the Alzheimer's Association, for which he is a board member and chair of the planning committee for the Berkshire County Walk to End Alzheimer's. Brennan is an active participant in the Rotary Club of Springfield where he serves as a board member. He resides in Longmeadow, MA with his wife and daughter. In addition to family time, Brennan can be found on the golf course, the ski slopes, or working in his yard.

NMLS # 1275389
- Forbes Best-in-State Wealth Management Teams, 2023The 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.
- College of the Holy Cross, B.A. History
One Monarch Place
Suite 1400
Springfield, MA 01144
Raissa Levsky

Financial Advisor
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- KS
- KY
- MA
- MD
- ME
- MI
- MO
- MT
- NC
- NE
- NH
- NJ
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
The experience to guide you forward
Raissa joined the team in 2014 after previously working at competing firms in the financial services industry. Enthusiastic and detail-oriented, Raissa strives to continuously improve upon the high-quality service the Keady Foard Montemagni Wealth Management Group is known for.

Professional achievements and education
- Series 7 and 66 securities licenses
- B.S., biology and pre-medical sciences, University of Connecticut
Outside of UBS
Raissa is the daughter of a military family and has lived in various parts of the country before settling down in the Hartford area. As a former collegiate rower, Raissa enjoys spending time on the water during the warmer New England months. She is actively involved with the local chapter of Habitat for Humanity and Friends of the Homeless, giving back annually during the firm’s Season of Service campaign.
- University of Connecticut, B.S.
One Monarch Place
Suite 1400
Springfield, MA 01144
Lorena DuBois

Wealth Management Associate
View bio
- CT
- FL
- MA
- NY
The experience to guide you forward
Lorena’s strives to provide quality client service and administrative support. With more than 30 years of experience in the financial services industry with the same firm, her knowledge of UBS’s capabilities and products allows her to quickly address client concerns and identify the right solutions for their financial needs.

Professional achievements and education
- Series 7 and 63 securities licenses
- B.S.B.A., accounting, Western New England University
Outside of UBS
Lorena grew up in Springfield, MA, and now lives in Westfield with her husband and their son. She is a member of the Westfield Kiwanis. Lorena loves to support her local Food Pantries and volunteers at various local events through Kiwanis. She looks forward to spending time with her son when he is home from College and family get togethers.
- Western New England University, B.S.B.A., Accounting
One Monarch Place
Suite 1400
Springfield, MA 01144
Evelyn David

Client Associate
View bio
The experience to guide you forward
Evelyn joined the team in 2017 as a Client Service Associate, working closely with Lorena DuBois and Raissa Levsky in our efforts to provide you with exceptional service. Evelyn started her career at UBS in 2012 as an intern for our team while she was earning her Bachelor's Degree in Business Administration from Bay Path University in Longmeadow, MA. Upon graduation in 2013, Evelyn took on the role of Branch Service Associate for the entire UBS office in Springfield. She quickly progressed to Client Service Associate later in 2013.

Professional achievements and education
- B.S., business administration, Bay Path University
Outside of UBS
Evelyn was born, raised, and resides in Springfield, MA, and she enjoys traveling and spending time with family.
- Bay Path University, B.S. Business Administration
One Monarch Place
Suite 1400
Springfield, MA 01144
Angela Silva

Client Associate
View bio
Angie has worked in a variety of roles in the financial services industry over the past 20+ years at firms including Investors Bank & Trust, The Boston Stock Exchange, Wells Fargo Advisors and TD AmeriTrade. She earned her Masters in Business Administration with a concentration in finance at Bentley College in Waltham, MA. Her industry knowledge and commitment to client satisfaction helps our team in our efforts to deliver service, financial advice and wealth management to our individual and institutional clients.

Angie resides in Longmeadow, MA with her husband and their three children. Her greatest joy is her family and friends. When not cheering on her kids at their sporting events she enjoys playing paddle and tennis and is learning to golf.
- Bentley College, B.S., business administration
One Monarch Place
Suite 1400
Springfield, MA 01144

$1.5 Billion

Assets under management

Years in business as a team

130

Collective years of experience

A focus on personalized access and service

Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

Planning

Our team wants to learn everything we can about you because we always start with customized plan building and never a cookie cutter solution.

We’ll talk a lot about family, priorities and your personal definition of financial security. This information helps us design a road map—a plan that can turn overwhelming issues into manageable objectives. You can trust that your plan will be based on much more than investments—but on people and how we can work together to help you take care of those you love today—and for generations to come.

Who we work with

With the attention of a boutique family office and access to resources across the firm, we offer select clients comprehensive services that look well beyond their investment needs.

Entrepreneurs. We will introduce you to an extensive network of professionals and the right investment relationships to provide innovative yet pragmatic solutions.
Corporate executives. Our team brings discipline and strategic planning during your wealth-building years as well as when the time comes to transition out of corporate life.
Multigenerational families. Managing wealth spanning many generations requires a careful approach. As your Private Wealth Advisors, we have the experience and strategies to help address these challenges.

Preparing your business

Though many business owners have an idea about what their future may hold, few have developed a plan. The earlier you start to plan your transition strategy, the better the outcome will be, even if it is many years in the future.

We can provide you with a plan of action for how best to sell it, helping you think through important questions such as:

What are your desired financial objectives?
Is there a strong management structure and succession plan?
Do you have a realistic picture of the net after-tax sale proceeds to help determine the most advantageous way to structure the sale for tax purposes?
Are there activities you and your team can accomplish in the near term to maximize the value of your business before sale?
Do you have a good understanding of how your company is currently valued within your industry?
Do you have a comprehensive risk management assessment for the business?
If it’s a family business, have you come to an understanding with the next generation on roles and responsibilities?

Retirement consulting

Our special focus on retirement plan consulting

Backed by the strength of UBS Retirement Plan Consulting Services, you and your organization can benefit from the resources of one of the world’s global financial services leaders, combined with the specialized retirement plan experience we bring to the table.

With longer life expectancies, greater employee responsibility for retirement savings and increased governance over fees and investment processes, how do you manage the growing complexity of your plan while helping your employees address their needs and meet their goals? With our deep resources, experience and insight into the retirement plan industry, our team can work with you to address the unique objectives of your plan so you can make each fiduciary decision with confidence.

We can help make your plan stronger and your employees more confident in their future.

Plan program consulting
Investment consulting
Employee education for financial wellness
Our fiduciary role
Transparency and flexible services

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

^$3.9 trillion

In invested assets globally
As of 12/31/2022

Global leader

UBS is a world-leading wealth manager

For Ultra-High Net Worth clients

Euromoney Private Banking and Wealth Management Survey, 2016-2020

Achieving your goals

James Foard Jr.

Anthony Montemagni, CFP

Peter Alminas, CFP, CSRIC

Brennan Collins, CFP

Raissa Levsky

Lorena DuBois

Evelyn David

Angela Silva