Our Philosophy

Keybridge Wealth Management Team Photo left to right Sydney Niewierski, John Odom, Rachel Sweat, Christopher Hayes, Robert Chiavacci and Parker Wilson

At Keybridge Wealth Management, we pride ourselves on the productive, ongoing communication we not only have with our clients, but also with each other.

Led by Managing Partners Robert Chiavacci, CFP^® and Sydney Niewierski, CFP^®, we are a large, multi-generational practice, and in many cases, we are working the third generation of a family's wealth. When we meet with the next generation of your family, you can rest assured that your family's future is being handled with confidence and a wealth of knowledge spanning more than five decades. We will work diligently with you and your loved ones to help build your family's wealth as it aligns with your wishes, with the goal of managing your estate, insuring its protection, and seamlessly transferring your wealth.

This kind of trust is long-established, and it was founded on the philosophy that communication is key.

When we meet with a new client or prospect, it's immediately clear to us what makes them different. Therefore, we implement an individualized comprehensive plan for each client, and it becomes the cornerstone of everything we do for them.

*Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.

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.

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