Lasting relationships. For all that matters

Low Angle View Of Suspension Bridge

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.

mountain climbers

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

    • image
    • image
    • image
    • 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
    • Wes MacDonald

      Wes MacDonald

      Client Associate

      • image
      • image
      • CA

      Wes began his career in the life insurance industry with New York Life in 2016. In 2019, he became a FINRA registered advisor (Series 6, 7,and 66) with Merrill Lynch. Wes graduated with a BA in Government, International Relations from Sacramento State University. Wes and his wife, Karen, enjoy touring California for great food and taking care of their Shih Tzu, Miko.

      CA Insurance License #0K52320

        • California State University, Sacramento, BA in Government
          1610 Arden Way
          Suite 200
          Sacramento, CA 95815
        • Monteana Guida Profile Photo

          Monteana Guida

          Client Associate

          • image
          • image

            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

                • image
                • image

                  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

                      The circular economy: What is it?

                      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

                      Insights