Who is KWB?
KWB is a full-service wealth management firm committed to reducing the uncertainty and complexity of our clients' financial lives. Our advisors, research assistant and support staff are driven to provide objective, unbiased, holistic financial planning strategies that, when implemented, can help pursue greater security and put your worries to rest.
We take a leadership role in investments, estate and tax planning, gifting strategies, IRA withdrawal maximization, social security planning and other retirement plans so clients have a clear path for the future, bringing simplicity and ease of implementation into the picture.
We assist individuals, families and businesses throughout Southern California and the nation. We strive to … inspire our clients to achieve Financial Freedom by investing wisely while living fully.