A resolution says, “I’ll do better this year.” A plan says, “Here’s how I make good decisions even when life doesn’t go as planned.” That’s why we believe the most successful financial plans are built on thoughtful planning, clear priorities, and a partnership that helps you stay aligned as life evolves.

Robert lived our core values long before we ever formally defined them. He didn’t just represent KWB Wealth — he shaped it. Robert's legacy — built on service, wisdom, and integrity — will remain part of who we are.

Working with multiple advisors may seem like a smart way to “spread risk,” but in most cases, it spreads confusion instead. A single, coordinated financial plan, managed by one advisor who understands your complete financial situation, is far more likely to get you where you want to go.

As you plan for retirement, knowing the factors influencing your retirement income needs is important! Use these guidelines to start the thought process and connect with a financial advisor on our team to help ensure you’re well prepared for your next big chapter.

The AI “boom” hasn’t spread widely across the market. It’s heavily concentrated in companies that both fund and supply each other. A closed loop that amplifies valuations on the way up. So what does all this mean for investors?

There’s been a noticeable rise in clients asking the same question lately: “Are we in a bubble?” So let’s take the question seriously, the way we would if you and I were sitting across the table from each other.