Achieving your goals It starts with insightful advice
The Keady Foard Montemagni Wealth Management Group
413-785-4900
800-628-9406
855-251-3500
One Monarch Place
Suite 1400
Springfield, MA 01144
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.
Planning that reaches across generations
Our team wants to learn everything we can about you because we always start with customized plan building and never a cookie cutter solution.
Investment management grounded in experience
When it comes to managing client assets, we focus on your long-term goals rather than simply chasing short-term spikes in performance.
Relationships that always begin with you
Our clients know that we put them first at all times. That’s why we establish a consistent communication plan that is customized to your comfort level.
Our special focus on retirement plan consulting
We can help make your plan stronger and your employees more confident in their future.
Our perspectives
Insights