Peter H. Foley

About Peter H. Foley

I am one of the two founding partners of Focus Wealth Management. As part of a five…

Experience

1. Wealth Advisor Director

   UBS

   Oct 2016 — Present

   I am one of the two founding partners of Focus Wealth Management and have over 28 years of experience in the financial services industry. Our Team\'s process starts with a formal written financial plan that allows each family we work with to define what success looks like to them. Together we chart a course for reaching that vision. We offer a full range of integrated wealth management solutions married with our modern private banking platform at UBS to help simplify our client\'s lives and keep them on track to reaching their vision. A critical part of our process is the establishment and measurement of spending patterns so that we can quantify and benchmark them against the plan we created together. Doing so keeps the planning process alive and helps us to monitor deviations against the plan\'s retirement assumptions. This helps to alleviate the potential stress associated with outliving your wealth. Additionally, we work with their other tax and legal advisors to create a productive collaboration that harmonizes all aspects of their financial lives.

Education

• Providence College

  Bachelor of Arts (B.A.), American/United States Studies/Civilization

  1987 — 1991