Wealthcare of the Lehigh Valley
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We discover, analyze, implement, monitor, and adjust your plan to attain your financial goals.
About Ayad
Ayad Amary, MBA, CFP®, AIF®
Founder | Wealth Advisor | 25+ Years of Experience
2025 Advisor of the Year
Hi, my name is Ayad Amary (pronounced “E-yad”), and I am the founder of Wealthcare of the Lehigh Valley.
After spending over 20 years in the financial industry with such firms as TIAA, Vanguard, and Scottrade, I decided to join Wealthcare Capital Advisory Partners as an independent affiliate by founding Wealthcare of the Lehigh Valley in 2021 — a fee-only financial planning firm. As a fiduciary, I oversee the goals-based financial planning process for my clients by providing objective advice, guidance, and solutions designed to help them reach their long-term financial and life objectives.
My experience over the years has taught me many things. Above all, I learned that this business is a people business. I really enjoy getting to know people on a professional and personal level. This is why I centered my practice around financial planning and developing deep relationships with my clients by limiting the number of families I serve. It is a quality over quantity approach. I will take time to get to know your financial situation and what is most important to you.
“What is the purpose of your money” is a question I often ask. Aligning your financial goals with your life goals is the major foundation of my planning process. Along the way, I share my own personal and professional experiences, just as you share your life stories with me.
I am proud to call the Lehigh Valley, PA area my home for almost my entire life. Giving back to my community is vitally important, and I have served on the Board of two non-profits: Victory House of Bethlehem and The American Amarian Charity Society. Recently, through my affiliation with Victory House, I developed a pro bono financial coaching program for recovering homeless men as they transition back into society. One of my passions is helping those in need and teaching underserved communities about financial literacy.
Affiliations & Credentials
- • B.S. in Business Administration, Bloomsburg University
- • MBA in Finance, DeSales University
- • Certificate in Financial Planning, Bryant University
- • Accredited Investment Fiduciary® designation
About Kevin
Kevin J. Brey, CAIA
Managing Partner & Wealth Advisor
Kevin Brey is a Managing Partner and Wealth Advisor at Wealthcare of the Lehigh Valley, where he helps individuals and families build customized financial strategies designed around their long-term goals and values.
With more than 25 years of experience in the financial services industry, Kevin brings deep expertise across trading, fixed income, asset management, and comprehensive wealth planning. Throughout his career, he has worked with some of the most respected firms on Wall Street, including Goldman Sachs, BlackRock, and TIAA, gaining a broad perspective on markets, investing, and financial strategy.
As an independent, fee-based fiduciary advisor, Kevin is committed to providing objective guidance tailored to each client’s unique goals, lifestyle, and vision for the future. He believes successful investing begins with understanding the purpose behind every financial decision. By developing meaningful, long-term relationships, Kevin helps clients navigate important life and financial decisions with clarity and confidence.
A lifelong resident of the Lehigh Valley, Kevin grew up in Allentown’s West End and remains actively involved in the local community. He has served on the Board of Directors for the Lehigh Valley Zoo and on the education committee for Wildlands Conservancy.
Outside of work, Kevin enjoys spending time outdoors golfing, hiking, fishing, and riding his ATV. He is also passionate about cooking and exploring the local dining scene.
- • B.B.A., Temple University — Double Major in Finance and Economics
- • CAIA® — Chartered Alternative Investment Analyst
About Staci
Staci Nova
Administrative Assistant
Staci is a professional and dedicated virtual assistant who joined our team in 2023. She is a proud graduate of the University of Alabama and holds a Bachelor’s degree in Human Environmental Sciences. During her time there, she majored in Human Development and Family Studies and was a member of the Alpha Lambda Delta and Phi Eta Sigma national honor societies. Following her college graduation in 2019, Staci moved to Colorado to pursue a career in Human Resources. After living in Northern Colorado for three years, she decided to move back to Alabama to be closer to her family.
Staci has experience working in customer service and administrative roles for a diverse list of regulated industries. Her key relevant experience includes a comprehensive understanding of data management software, communicating complex information effectively through virtual platforms, adhering to industry-specific compliance, and advanced problem-solving skills that she has honed throughout her professional and academic careers. In addition to her experience, Staci is driven by her passion for learning, which offers her the ability to grasp new concepts quickly through her eagerness to cultivate and improve her skillset.
Joining the team has been a blessing for Staci, as it provides her with the opportunity to build a career that positively impacts the lives of others through her service and support, as well as allows her to work with like-minded individuals who share her core ethical values. Staci now resides in Northern Alabama with her husband and their cat. In her free time, she enjoys cooking, traveling, and spending time with her family.
Strategic Pioneers
Leadership Team
Ron Madey, CFA®
Chief Investment Officer
Jim Krause
Chief Compliance Officer
Ken Kideckel, CFA®, CFP®
VP, Portfolio Manager
Shantese Smithers-Alexander, CDMP, PCM®
Marketing Manager
Planning & Investing
Our Process
Wealthcare's patented process is designed to help you reach your life goals, while minimizing unnecessary investment risk or needlessly sacrificing your life now. Our process is dynamic and continual, as is life, and it will guide you through the entirety of your financial life.
About Us
Attain Your Financial and Life Goals
How It Works
Wealthcare is a very different kind of financial advisory firm. We pioneered a new way of providing financial life guidance using Goals-Based Wealth Management. The cornerstone of our patented process is quite simply to help our clients, above all else, make the most of their life.
A Simple Approach
We help you understand and identify your most important life goals. And then we align your investments with those goals.
Independent Fiduciary
Our Partners
A question we often hear is “Where is my money held?” The custodian firm safe-keeps your assets. We have chosen Charles Schwab and Fidelity Investments as our primary custodian partners — two of the largest and most well-capitalized firms in the industry. Being fully independent, we receive no fees or commissions from either firm, ensuring we remain unbiased and objective in the advice we deliver.
Certified Financial Planner
CFP® Professional
As a Certified Financial Planner and fiduciary, our recommendations and strategies are always in the best interest of the client. We're delighted to share that Ayad Amary has been honored by Marquis Who's Who in the 2025 edition, in recognition of outstanding performance and leadership in financial services and wealth management.
Wealthcare Insights
Advisor Spotlight
Advisors affiliate with Wealthcare for a variety of reasons. We know what we're proud of, but we love to hear directly from advisors about what drew them to us. Ayad Amary of Wealthcare of the Lehigh Valley and Matt Regan talk about what Wealthcare offers and how it helps advisors serve their clients and grow.
Wealthcare Insights
Close Up Radio Interview
Ayad Amary, a CFP® and Wealthcare Capital advisor in Bethlehem, PA, focuses on helping individuals manage, grow, and protect their wealth with clarity and confidence. He emphasizes that building wealth is only the first step—preserving and sustaining it requires a thoughtful, lifelong strategy, as even significant assets can quickly diminish without careful planning and stewardship.
“Ayad is very smart, very knowledgable and is a pleasure to work with. He asks astute questions and gives close attention to the client's individual situation and needs when developing strategies and recommendations. His clear explanations ensure that the client is comfortable with the decisions that they reach together.”