Keybridge Wealth Management

Planning for the future is about more than your investment portfolio.

Join us for our upcoming webinar, The Keybridge Advantage: Your Guide to Longevity Planning Beyond Investments, where we'll explore how thoughtful planning can help you prepare for every stage of life.

Together, we'll discuss five key areas of longevity planning:

✔ Plan for life's changing stages
✔ Protect against financial and healthcare risks
✔ Care for yourself and your loved ones
✔ Thrive throughout retirement and beyond
✔ Share your wishes and legacy with confidence

📅 Tuesday, July 7, 2026
🕛 12:00 PM ET
💻 Live on Zoom

Featured speaker Elle Bickford, Relationship Manager for Longevity Planning at Raymond James, will share practical insights and trusted resources to help you prepare for the future you envision.

Reserve your spot today by clicking the registration link.
https://raymondjames.zoom.us/webinar/register/WN_PWxNm3ZdSsuYAylt9RFrPw #/registration

Happy Fourth of July from all of us at Keybridge Wealth Management! 🇺🇸

Today, we celebrate the freedoms we enjoy, the opportunities that unite us, and the people who make our communities strong.

Whether you're spending the day with family, gathering with friends, enjoying a backyard barbecue, or watching fireworks light up the night sky, we hope your holiday is filled with laughter, gratitude, and memorable moments.

Wishing you a safe and happy Independence Day.

The best financial plans begin with a conversation.

At Keybridge Wealth Management, we take the time to get to know you, your family, and what matters most to you. Every client's story is different, which is why we believe financial planning should never be one-size-fits-all.

Whether you're preparing for retirement, creating a reliable income stream, helping your children or grandchildren understand financial responsibility, or thinking about the legacy you'd like to leave behind, we're here to help you navigate each stage of life's journey.

Many of the families we work with have trusted us across multiple generations. That trust is built through listening, education, and a commitment to helping families make informed decisions for years to come.

Because financial planning isn't just about wealth. It's about people, relationships, and the future you envision for those you love.

https://keybridgewealthmanagement.com/
(833) 212-1211

Sometimes helping others extends beyond the office.

Recently, Sydney and her youngest son, Alex, came across an injured owl in their neighborhood. Concerned that he couldn't fly due to an injured wing, they carefully brought him to Harbor Springs Veterinary Hospital, where he received care and was connected with a local owl rescue organization.

Along the way, they gave him a name: John.

We're grateful for the caring professionals and wildlife organizations that help protect animals in need, and we're happy to report that John is now in good hands on his journey to recovery.

A small act of kindness can make a big difference.
🦉❤️

Red, white, blue, and ready for the World Cup!

The Keybridge Wealth Management team is showing our support for Team USA as the world's biggest soccer tournament gets underway. 🇺🇸⚽

Whether you're cheering from the stands, your living room, or the office, there's something special about watching people come together to support a common goal.

We're looking forward to following Team USA's journey and enjoying the excitement, competition, and camaraderie that make the World Cup such a memorable event.

Who are you rooting for this year?

Learning is a lifelong process, especially in a profession built on helping others plan for the future.

Sydney Niewierski, CFP®, and Robert Chiavacci, CFP®, recently participated in a Rice Business Executive Education session, expanding their knowledge alongside other business and industry leaders.

Continuing education isn't just about earning credentials or attending events. It's about staying current, challenging assumptions, and bringing new ideas back to the clients and families we serve every day.

We're proud of our team's commitment to continuous learning and professional excellence.

https://keybridgewealthmanagement.com/
(833) 212-1211

Join us in congratulating Kaleigh Hicks, AAMS®, Wealth Planning Specialist, on her recent engagement! ❤️

Life is full of exciting milestones, and this is certainly one worth celebrating. As Kaleigh begins planning for this next chapter, it's a reminder that many of life's biggest moments come with important financial decisions and opportunities.

Whether you're preparing for marriage, growing your family, planning for retirement, or navigating another major life change, having a thoughtful plan in place can help you move forward with confidence.

Congratulations, Kaleigh! We are excited for you and wish you both a lifetime of happiness together. ❤️

https://keybridgewealthmanagement.com/

When it comes to financial tools and resources, sometimes the most valuable features are the ones clients use every day.

Some of the resources our clients find most helpful include:

✔ Secure online account access
✔ Document storage and sharing tools
✔ Account aggregation and financial organization resources
✔ Performance reporting and account monitoring
✔ Access to timely market insights and educational content

During this month's seminar, we'll highlight some of the features clients tell us they use and appreciate most.

Want to learn more? Give us a call.

📞 727-223-6023