You don’t need piles of assets or a wealth of expertise to live your full spectrum of possibility.
Your financial life can be as colorful and dynamic as the rest of your life. All you need is the willingness to show up and the commitment to invest — in your brighter now; your brighter future; your brighter legacy.
A team you can count on.
We work with people like you, who want to see the big picture of their lives and plan for it. Hard-working, dedicated people who have given everything to their work and the ones they love.
The clients we serve best:
• Those who want comprehensive financial planning
• Are in or nearing retirement
• Have 500k+ in investable assets
But true to our word, you don’t need piles of assets or a wealth of expertise to live your full spectrum of possibility. We're long-term thinkers and doers focused on financial planning and prudent investment philosophies, not transactional "bottom line" centered investing. If you are willing to show up, and committed to investing in a brighter now, a brighter tomorrow and a brighter legacy, let’s talk.
Expertise that puts your needs first.
There is no “one size fits all” approach to financial planning. That’s why we offer two comprehensive client models customized to serve you at crucial stages: the Integrated Client Model for clients in the more seasoned stages; and the Accumulator Model for clients in the more initial stages.
LET'S TALK
Our work begins with a conversation. Call, email or request an appointment, and we'll schedule a time to meet.
(909) 307-8220 (local)
(800) 478-8934 (toll-free)
invest@kwbwealth.com
1782 Orange Tree Lane • Redlands, CA 92374
617 S. Ivy Ave • Monrovia, CA 91016
Request an appointment:
INFORMATION AND EDUCATION delivered to your email.
Kerry Bubb ranked #6
in Southern California.
(read more >>>)
Business established:
1996
Assets under management:
$983,149,457*
Top 1,000/1,200
Financial Advisors
2009-2020
(*PER DATA AS OF 6/30/2023)
