Keybridge Wealth Management | Home

Focusing on Your Goals, Bridging Generations

Keybridge Wealth Management Team Photo left to right John Odom, Christopher Hayes, Rachel Sweat, Sydney Niewierski, Parker Wilson, and Robert Chiavacci Keybridge Wealth Management is your dedicated advocate in helping to build, manage, preserve and bridge your wealth from generation to generation.

Our advisors utilize a collaborative process when working with clients to structure a family investment plan that is focused on well-defined goals. At Keybridge Wealth Management, we foster long-lasting relationships that span generations. Our multigenerational planning approach is designed to allow us to educate your younger family members to help them understand the crucial importance of investment planning and properly managing inherited wealth. We're also committed to assisting you in managing all aspects of transitioning from working to retirement, such as the need for a predictable cash flow and your desire to leave a legacy.

With every new client relationship we establish, our team strives to provide clear guidance, prudent advice and compassion.

left to right John Odom, Sydney Niewierski, and Robert Chiavacci

left to right John Odom, Rachel Sweat, and Parker Wilson

Keybridge Newsletters

Keybridge Connect
Quarter 1

Keybridge Connect
Quarter 2

Keybridge Connect
Quarter 3

Keybridge Connect
Quarter 4

Our Team

We're focused on building meaningful relationships with our clients, founded on mutual respect and trust.

Client Login

Gain access to the tools you'll need to manage your investments and reach your financial goals.

Access Your Account

Video Library

These engaging, short animations focus on a variety of financial topics and illustrate key financial concepts and current events.

View Our Collection

Investment and Insurance Products are:

Not Insured by the FDIC or Any Federal Government Agency
Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AL, AZ, CA, CO, CT, FL, GA, IL, IN, LA, MA, MD, MI, MN, MO, NC, NH, NJ, NM, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

© 2022 Wells Fargo Clearing Services, LLC. All rights reserved.

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionalsX