MaxGuard Wealth Information

At MaxGuard Wealth, we believe retirement planning should be about more than chasing returns — it should be about helping clients protect the wealth they’ve worked a lifetime to build while creating a strategy designed for long-term confidence and security. We specialize in retirement income planning, wealth preservation, principal protection strategies, legacy planning, and long-term care solutions for individuals and families preparing for or already in retirement. Our approach is centered on understanding each client’s unique goals, concerns, and financial picture in order to build personalized strategies tailored to their stage of life. Founded by Jay Foley following a successful career on Wall Street, MaxGuard Wealth was built on the philosophy that thoughtful planning, disciplined risk management, and personal relationships should remain at the center of financial guidance. We focus on helping clients navigate market uncertainty, retirement transitions, and evolving financial needs with clarity and confidence. Our team is committed to delivering educational, client-focused guidance designed to simplify complex financial decisions and provide strategies aligned with long-term objectives. Through workshops, one-on-one planning, and ongoing support, we strive to help clients feel informed, prepared, and protected throughout retirement. MaxGuard Wealth and Jay Foley have been featured on FOX NY, CBS NY, FOX Philly, NBC NY, and other media outlets discussing retirement planning, wealth protection, and financial strategies for today’s retirees. Our mission is simple: help clients protect, preserve, and confidently enjoy their retirement years through personalized planning and trusted relationships.