Our Services

Keybridge Wealth Management Team Photo left to right Christopher Hayes, Robert Chiavacci, Sydney Niewierski, Parker Wilson, and Rachel Sweat Keybridge Wealth Management is a team of highly skilled financial advisors providing fully integrated, goals-based financial strategies to help entrepreneurs, retirees, high-net-worth individuals build, manage, preserve and transition wealth.

We work with you and your other professional advisors to assess your unique situation and recommend investment programs designed to increase business and personal wealth. Keybridge Wealth Management wants you to feel comfortable knowing we are the central point of advice when keeping your financial life in-line.

We have a system in place to help make sure that every client is being contacted by a member of our team as frequently as needed per their plan. We are planners for families who need someone who can quickly build familiar relationships with them, their children, and other important people and charities in their lives.

The services we offer centered around the major life events – selling a business, retirement, marriages and divorces, and succession plans aimed to help pass your wealth to the most important people in your life.

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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