Lasting relationships. For all that matters

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Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Matthew Morehead Profile Photo

    Matthew Morehead

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • DC
    • DE
    • FL
    • HI
    • ID
    • IL
    • IN
    • MA
    • MD
    • ME
    • MI
    • NC
    • NV
    • NY
    • OH
    • OR
    • PA
    • SC
    • TN
    • TX
    • VA
    • WA
    • WI
    • WY

    Matt began his financial services career at Smith Barney in 1983, where he was a Financial Advisor for 24 years. He joined the Sacramento branch of UBS Financial Services in 2007, as a First Vice President-Investments. He is FINRA registered (holds Series 6, 7, and 65 licenses) and his areas of focus include: insurance, asset allocation, investment management, lending, retirement income planning and education and estate planning. Matt graduated with a BA in Economics from the University of California–Davis. Matt and his wife, Debbie have four daughters, Jessie, Allie, Lily and Rosie.

    CA Insurance License #0A31226

      • University of California–Davis, BA in Economics
      • Wealth Advisor
      1610 Arden Way
      Suite 200
      Sacramento, CA 95815
    • Anthony

      Anthony Lopipero

      Financial Advisor

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      • CA


      Anthony started his financial services career in 2020 here at UBS. He worked in the Walnut Creek UBS branch for about 2 years until he joined with Matt Morehead in Sacramento in January of 2023. Prior to UBS he was the general manager of a family-run bistro in downtown Walnut Creek since 2010. He holds his Series 7, 66, 9 and 10 securities licenses along with life and variable annuity insurance licenses. His main area of focus is financial planning.

      Anthony graduated from UC San Diego, a place where he still loves to travel to swim in the ocean and ride his bike on coast highway. Anthony currently lives in Port Costa with his partner Ashley and their adopted dog from ARF.

      CA Insurance License #4117973

        • University of California - San Diego, BA in Economics
        • Accredited Wealth Management Advisor℠
        1610 Arden Way
        Suite 200
        Sacramento, CA 95815
      • Monteana Guida Profile Photo

        Monteana Guida

        Client Associate

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          As a part-time Client Service Associate, Monteana provides research, client reporting and marketing support for the team. She graduated with a B.S. in Finance from California State University, Sacramento. She began her career at AG Becker on the municipal bond desk. She joined UBS in 2012.  Monteana and her husband, Steve, have one daughter. Outside of the office, she can be found baking, knitting, scrapbooking, hiking and travelling.

            • California State University, Sacramento, BS in Finance
              1610 Arden Way
              Suite 200
              Sacramento, CA 95815
            • Leilana Setchell Profile Photo

              Leilana Setchell

              Senior Client Associate

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                Leilana joined UBS in 2003 after working in the computer industry for 20 years. She has over 35 years of customer service experience. She enjoys listening to clients and helping them with their everyday needs. She has been married for 29 years and has two sons, Justin and Jacob. In her spare time she likes to travel, cook and garden.

                      1610 Arden Way
                      Suite 200
                      Sacramento, CA 95815

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                    Retirement planning

                    Retirement planning

                    Multigenerational planning

                    Multigenerational planning

                    How can you be more certain in an uncertain market?

                    Let's put your plan in place, for today, tomorrow and for generations to come

                    You don't have to let market volatility get in the way of your long-term goals. Through the plan we create together, we can help you pursue what matters most.

                    Backed by the strength of UBS

                    A global leader in wealth management

                    $2.8 trillion

                    In invested assets globally 
                    As of 06/30/2022

                    Global leader

                    UBS is a world-leading wealth manager

                    Financial strength

                    Driving confidence.
                    Aa3 (stable) Moody’s
                    A+ (stable) Standard & Poor’s

                    UBS AG, long-term senior secured debt rating. As of 11/23/2021