KWB Wealth
Thirty+ Years. Built on Trust.
Demonstrated over Decades.

A message from Founder and CEO, Kerry Bubb

My daughter Rachel has already shared the story of how we got here . What I want to share is what it means and how we are moving forward.

A Foundation Built on Trust

KWB didn't grow by chasing trends or making bold bets on the next big thing. We grew the same way trust grows - slowly, consistently, and through action rather than words. That growth is something we are proud to share - as of April 30, 2026, we oversee $1.55 billion in assets* and our dedicated team of 22 professionals advise and assist hundreds of clients who have trusted us for decades. These numbers aren’t trophies. They’re evidence that when you keep your promises, people notice; that financial planning done well is a relationship, not a transaction. Every dollar we manage is someone's dream - a retirement they have worked toward for decades, a legacy they want to leave, a future they are counting on us to help protect. We do not take that lightly. We never have.

What Long-Term Thinking Actually Looks Like

In thirty years, I have watched market cycles ebb and flow. I have seen clients panic when the markets dip and grow overconfident when markets climb. And I have learned that our most important job is not picking the right investment – it’s helping our clients stay the course when every instinct tells them to head toward the exit.

Play to Win - Not to Avoid Losing

Rain or shine, I'm a diehard Miami Dolphins fan. The Dolphins have had a lot more rain than shine in the last several years but ask any Dolphins fan from the Dan Marino era what it felt like to watch that offense and you'll understand what I mean by "play to win - not to avoid losing." Marino didn't manage games - he attacked them. That philosophy has stayed with me. You don't build something great by protecting what you have. You build it by playing to win every single day. This is a philosophy we apply to our own firm as much as we do to our clients' portfolios. Good is the enemy of great. We have never allowed ourselves to become complacent just because things are going well. In 2025 alone, KWB generated $64 million in net-new assets and grew revenue by 15% year over year. This kind of momentum is not an indication of client investment results. And it doesn’t happen by accident. It happens when a team stays hungry, stays humble, and never stops asking: how do we do this better?

It’s a true reflection of our team’s continued focus and commitment.

Our Promise

The financial industry is exponentially more complex than when I got into the business almost 40 years ago. Back then I mainly presented seminars and sold annuities. Technology, regulation, markets, products - almost everything looks different now than it did in the ‘80s and ‘90s. But the fundamentals of a great client relationship have not changed at all.

Five commitments, thirty years, never wavered.

1. We show up on time. Your time is valuable. We respect it.

2. We do what we say we will do. No exceptions. When we commit, we deliver.
3. We finish what we start. You will never be handed off mid-stream or left wondering where things stand.
4. We treat you with warmth and respect. Every interaction - big or small - reflects how much we value the relationship.
5. We act with urgency. Your financial life does not pause. Neither do we.

These are not values we copied and pasted from a management book. They are habits practiced for thirty years until they became instinct - for me, and for every member of the KWB team .

Why We Will Never Stop Growing

Here is something I have believed for a long time: when you're ripe, you rot. When you're green, you ripen. The moment a firm decides it has everything figured out is the moment it starts falling behind. I think about the companies that were once untouchable and are now cautionary tales. They stopped asking hard questions. They protected what they had instead of building what was next. We have no intention of following that path. At KWB, our team is constantly learning - through ongoing education, new client conversations, evolving market conditions, and from each other. Through our core values, we have built a culture that treats every challenge as an opportunity to improve. We invest in our people the same way we invest in our clients' futures: with a long horizon and an unwavering commitment to growth. "Ask because you want to know. Listen because you want to grow." That's where I’ve pointed my compass for over thirty years - in every client meeting, every team conversation, every decision.

The Next Thirty Years

Milestones like this one invite reflection - but they also demand vision. Here is what I see when I look forward. I see a firm that continues to grow not because it chases assets, but because it earns trust - one client relationship at a time. I see a team that stays curious, stays humble, and never loses sight of why we are here: to help people reach their financial and life dreams. I see clients who have been with us for decades introducing their children to our advisors. I see new families walking through our doors because someone they respect said, simply, "you should talk to KWB." That kind of growth - referral by referral, relationship by relationship is the kind that lasts.

Thank you for being part of the KWB story. Whether you have been with us since the beginning or are just getting to know us, we’re grateful for your trust, and we do not take it lightly.

Cheers to the next thirty+ years!

~ Kerry
Founder & CEO, KWB Wealth

*Client assets include assets managed by KWB Wealth as well as certain brokerage, insurance, and other held-away assets for which KWB provides advice, planning, or oversight. This total includes assets that are not continuously managed or supervised and may differ from regulatory assets under management reported on Form ADV.