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.
*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.