KeyVantage Wealth Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
KeyVantage Wealth Advisors is an SEC‑registered investment adviser that provides discretionary and non‑discretionary portfolio management and written financial planning to individuals (including high‑net‑worth clients) and entities such as trusts and estates. The firm also assists clients in selecting and monitoring unaffiliated external managers and turnkey asset management platforms (TAMPs).
Portfolios are customized to each client’s investment objectives and may include mutual funds, ETFs, individual equities, fixed income, REITs, private/alternative funds and, where appropriate, derivatives; KeyVantage employs a mix of fundamental, technical, charting, cyclical and economic analysis and uses both long‑ and short‑term strategies within a strategic asset allocation framework. The firm generally implements investment decisions on a discretionary basis, conducts regular account reviews, and delivers written financial plans to planning clients.
The brochure discloses an affiliation with a separate tax/accounting entity (KeyVantage Services, LLC), with tax services billed separately and noted as a potential conflict of interest. The firm also explicitly discloses the use of derivatives (futures, forwards, options, swaps and similar instruments) in client accounts when deemed suitable, a practice that the firm highlights along with the related risks and monitoring procedures.
Client services
Expertise
Fee options
Financial planning flat fees up to $15,000.
$0 - $500,000: 1.25% annually $500,001 - $2,000,000: 1.00% annually $2,000,001 - $5,000,000: 0.80% annually $5,000,001 - $10,000,000: 0.55% annually $10,000,001+: 0.35% annually
Up to $500 per hour for financial planning services.
Account minimum: $500,000
Main office
95 Highland Avenue, Suite 310
Bethlehem PA 18017
Advisors at this office
4
Most active in
Florida · New Jersey · New York · Pennsylvania · South Carolina · Texas · Utah
Also doing business as
Keyvantage Wealth Advisors · Keyvantage Wealth, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Jaclyn C
CFP®, Series 63
Bethlehem, PA
KeyVantage Wealth Advisors
Jaclyn Cornelius is a CFP® with 20 years of industry experience, currently serving at KeyVantage Wealth Advisors since 2024. She previously worked at Valley National Group for 17 years. Outside of advisory work, she is co-owner and COO of KeyVantage Services, LLC, a tax preparation and services firm. KeyVantage Wealth Advisors serves individuals, including high-net-worth clients, as well as trusts, estates, and business entities, offering investment management and financial planning. The firm employs a multi-faceted investment approach using mutual funds, ETFs, and other securities, and is affiliated with an accounting and tax services entity.
Rodman Y
CFP®
Bethlehem, PA
KeyVantage Wealth Advisors
Rodman Young is a CFP® professional at KeyVantage Wealth Advisors with 28 years of industry experience. Prior to joining KeyVantage in 2024, he worked for 16 years at Valley National Group, Inc. He is also the Co-Founder and CEO of KeyVantage Services, LLC, a tax preparation and services firm. KeyVantage Wealth Advisors serves individuals and entities, including high-net-worth clients, offering investment management, financial planning, and external manager selection. The firm uses a range of investment strategies, including funds, ETFs, and alternative instruments, guided by multiple analytical approaches and professional judgment.
Simone S
Series 63, Series 65
Bethlehem, PA
KeyVantage Wealth Advisors
Simone Sanvito is a financial advisor at KeyVantage Wealth Advisors with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Valley National Investments and Valley National Advisers. In addition to his advisory role, he provides tax preparation services through a related entity, KeyVantage Services, LLC. KeyVantage Wealth Advisors is an SEC-registered investment adviser offering discretionary and non-discretionary portfolio management and financial planning to individuals and entities such as trusts and estates. The firm customizes portfolios using a variety of asset classes and employs both fundamental and technical analysis within a strategic asset allocation framework.
Jonathan R
CFP®, Series 66
Bethlehem, PA
KeyVantage Wealth Advisors
Jonathan Ritter is a CFP® with six years of industry experience, currently serving as a financial advisor at KeyVantage Wealth Advisors. He previously worked at Valley National Advisers Inc., Valley National Investments, Inc., Milestone Financial, and McQueen Ball and Associates, Inc. Outside of advising, Ritter is a Senior Financial Planning Specialist providing tax preparation services through KeyVantage Services, LLC. KeyVantage Wealth Advisors serves individuals, including high-net-worth clients, as well as trusts, estates, and business entities. The firm offers discretionary and non-discretionary investment management, financial planning, and external money manager selection, employing a mix of fundamental, technical, cyclical, and economic analysis to guide portfolio decisions.
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