Achieving your goals

It starts with insightful advice

 The Keady Foard Montemagni Wealth Management Group

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 The Keady Foard Montemagni Wealth Management Group, 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.

We take on the responsibilities of helping to preserve, protect and manage your wealth so that you and your family can be confident in your future.

- George Keady

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.

Relationships

Retirement consulting

Investment

A way forward

Understanding your life, your wealth and what you want to accomplish.

We ask the questions and find the answers that can help you explore and pursue your financial goals in the short term, long term or whatever your terms may be.

Let's talk about how we can help you plan for the life you want

Our approach incorporates Liquidity. Longevity. Legacy. strategies to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

Backed by the strength of UBS

A global leader in wealth management

$3.1 trillion

In invested assets globally 
As of 03/31/2021

51 countries

Our global footprint

Global leader

UBS is the world's largest wealth manager
ADV Rating: as of 06/30/2020

Insights