About
JAY FOLEY
PRESIDENT
For more than 20 years, Jay Foley has been serving clients in the financial industry. A Wall Street veteran, Jay decided to start his own firm so he could make a difference in people’s lives, informing them about the products that best suit their needs and committing to always working in their best interests.
Jay focuses on principal-protected investments that mitigate risk, charges minimal fees and helps provide guaranteed income for life for his clients. During his past experience, he witnessed clients — even family members — get mistreated, which drove him to search for a better way for people to plan for retirement. He had a higher calling to run his own firm and pursued it: enter MaxGuard Wealth.
Jay feels a strong desire to be of service to his clients and wants his integrity to be visible in every aspect of what he does. He doesn’t punch a clock when it comes to work, so there’s no division between him as a financial advisor and as a regular person. He considers it an awesome responsibility and privilege to serve his clients and treats them as he wants his family to be treated.
His expertise lies in reviewing clients’ existing portfolios, reducing fees and risk while maintaining comparable upside. His dedicated, personalized service throughout the planning process makes him stand out from the competition. He always does the right thing, even when it’s not the easiest thing, and feels great pride when he can design innovative strategies for his clients that will give them confidence in their plans.
Jay earned his bachelor’s in business administration from Loyola University Maryland. He has passed the Series 65 exam and holds life insurance and health insurance licenses. He is a financial professional who can offer investment and insurance products and services.
Outside of the office, you can find Jay running, hiking, going to the gym, watching movies or attending professional sporting events. He loves spending time with his family and tries to make it to Northern New England as much as possible in the summer.
Meet Our Team
Lin Chao
Financial Professional
Jason Gregory
Chief Information Officer
Kimberly Connell
Client Relations Manager
Sal Velazquez
Case Analysis and Design
Riley McCulley
Case Analysis and Design
Vicky Tajeb
Investment Operations
Shah Azarian
Chief Operations Officer
Who We Serve
MaxGuard Wealth proudly serves individuals and families, providing them with tailored financial solutions to help them reach their financial goals.
We offer a wide range of services, from investments to retirement planning, tailored to meet the needs of every client.
Business
Owners
Business owners face unique challenges and needs that our team of experienced Advisers is familiar with.
Corporate
Executives
We have experience assisting highly compensated employees with a review of their employee plans and investment options.
New
Retirees
People nearing retirement or who are already in retirement have unique goals and plans for their assets that our team can help implement.
Working
Professionals
For those in the accumulation stage of their life, we offer innovative planning option to help achieve your goals.
Holistic Approach
At MaxGuard Wealth, we are dedicated to helping our clients reach their financial goals.
We provide a comprehensive range of financial and investment services that are tailored to meet their individual needs.
Our client process is focused on building a relationship with clients and understanding their goals before creating a financial plan tailored to their needs.
We are committed to helping our clients to make smart financial decisions.
Discovery
We start with an initial analysis of all you have accumulated and identify opportunities and gather context for future planning.
Design
We educate you on a proven and time-tested investment processes and create the core concepts of your wealth management or retirement plan.
Tailor
We work to adapt the investment plan to fit the nature of your goals rather than force-fitting all investments into some canned and predefined system.
Implement
We address and implement each investment solution in order of importance, until you can rest easy at night, knowing there will be no surprises
Service
We provide ongoing support as your life unfolds and goals evolve. We'll make sure to revisit your plan as time progresses.
OUR PHILOSOPHY
At MaxGuard Wealth, our philosophy is to help our clients make their financial goals a reality. We provide our clients with a comprehensive range of services, including financial planning, investment management, and retirement planning.
OUR COMMITMENT
We treat every portfolio with the same integrity and diligence as if it were our own.
We also practice a concierge-based approach to everything we do and with everyone we work with.
