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Can you believe it?

As of 2021, KWB Wealth has been in business 25 years!

Since we opened our doors in February of 1996, we’ve tweaked our name and outgrown a few locations. But one thing has never changed: our commitment to enhancing processes, technology, expertise and personal client relationships. We’ll never stop helping you, and folks like you, accumulate wealth, live the life you plan for, and leave a legacy.

Here’s to 25 years of operation, and our partnership with you. Together, we’ve made it through global crises, market volatility, life changing events, and now a pandemic. Many of you have trusted not only your own financial well-being to us, but that of your friends and family. We plan to keep earning that trust for generations to come. Thank you. Thank you!