30 Years of KWB Wealth;
A Story of Quality Growth, People, and Purpose.

February 2026 is no ordinary month for KWB Wealth. It’s exponentially more significant! This year, KWB Wealth celebrates 30 years of business. In an industry defined by constant change — markets, technology, regulations, and client needs — longevity is never accidental. It’s the result of clear values, disciplined decisions, and a deep commitment to people. 

On this anniversary, we want to reflect on the past and honor the principles that have guided us from day one and continue to shape how we grow. 

KWB Wealth was founded in 1996 by Kerry Bubb and his commitment to a clear belief; a great business is one that evolves, adapts, and endures. From the start, Kerry's goal wasn’t simply to build a profitable firm. It was to develop a team-oriented organization, not a single-advisor practice; a business focused on quality growth, not growth at any cost; a firm that would lead with integrity, serve clients deeply, contribute positively to the industry, and, build a workplace that generates opportunity, develops people, and encourages everyone to be the best they can be. 

Rachel Bubb announces KWB building construction groundbreaking - KWB keeps growing! 

I, Rachel Bubb, was part of Kerry’s journey from the beginning and so can attest to his original vision for KWB Wealth. Although I may not have been one of the first employees, my brother and I were integral to our dad’s motivation to build a successful and lasting business. We literally watched our parents build KWB Wealth over the last three decades. Our dinner table conversations inevitably centered on business. We had a front row seat to our parents’ challenges, frustrations, and excitement. My parents were true entrepreneurs; they were vision-oriented, comfortable with risk and uncertainty, curious, adaptable, and lifelong learners. 

KWB building, mid-construction

Quentin Bubb celebrates a major milestone - KWB building completion!

Their beliefs, value systems, and work ethic became the roots of KWB’s culture and ultimately, our core values. 

Where We Are Today 

Thirty years later, that original vision has scaled without losing its heart. 

Today, KWB Wealth is: 

• A 21-person team with diverse skills, perspectives, and experiences 
• Trusted by over 2,000 households 
• Managing approximately $1.3 billion in assets 
• Offering unmatched hospitality to individuals, families, and business owners across generations 

It takes a lot of moving parts and energetic team members to drive KWB’s success. But I believe that our proudest achievement isn’t the size of the firm — it’s how we’ve grown. 

Leading and building with Values. 

Longevity is the byproduct of alignment. Over the last three decades, KWB Wealth has remained true to its founding principles and values. Kerry has numerous “Kerry-isms” that permeate our daily office life; ask some of our seasoned team members, and they can recite them verbatim. “Kerry-isms” have influenced our success and as we celebrate the past 30 years, I want to share what’s worked for us so future generations and business owners can prosper as well. 

Quality Growth Over Fast Growth 

We’ve always believed that not all growth is good growth. Expansion should strengthen a business, not strain it. 

At KWB, quality growth has meant being intentional about who we serve, how we scale, and when we invest. It allows us to grow steadily while maintaining high standards of advice, service, and culture. Businesses built to last focus less on speed and more on sustainability. 

People. First. Always. 

Human capital has been our most important investment. 

From clients to team members, people are at the center of every decision we make. Internally, that means hiring thoughtfully, developing talent, and creating clear career paths. Externally, it means listening closely, educating clients, and building trust over time. Strong relationships are compounding relationships. 

Team Over Ego 

KWB Wealth was never designed to revolve around one individual. 

Collaboration, shared responsibility, and mutual respect have been essential to our success. A team-based model creates better outcomes for clients and a healthier, more resilient organization. Businesses that endure the test of time build systems and teams, not dependency on a single person. 

Raving Fans, Not Transactions 

We don’t measure success by the number of interactions we have. We measure it by the quality of the experience. 

Our brand reputation has been built through consistency, care, and follow-through. When service is done well, it creates trust. When trust is repeatedly earned, it fosters advocacy. That’s how businesses build brands that stand the test of time and last through generations. 

Integrity and Long-Term Thinking 

Markets fluctuate. Trends come and go. It’s the values that anchor you. 

Every major decision at KWB has been filtered through the lens of what’s best for the long term- our clients, our team, and the firm itself. Integrity isn’t just about doing the right thing in challenging moments; it’s about building a business that can stand behind its decisions decades later as confidently as it does today.

Looking Forward 

Thirty years — both a milestone and a reminder. 

It reminds us that great businesses grow slowly, intentionally, and with care. They are built on values, strengthened by people, and sustained by trust. 

As we celebrate this anniversary, we’re grateful for the clients who’ve trusted us, the team members who’ve helped shape us, and the community that’s grown alongside us. The same principles that guided our first year will guide us for decades to come. 

Here’s to 30 years of quality growth — and to building something that lasts well beyond its beginning!

~ Rachel Bubb