WARRANTIES & DISCLAIMERS
There are no warranties implied.
KWB Wealth is a registered investment adviser located in Redlands, CA. KWB Wealth may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. KWB Wealth’s website is limited to the dissemination of general information pertaining to its advisory services and access to additional investment-related information, publications, and links. Accordingly, the publication of KWB Wealth’s website on the Internet should not be construed by any consumer and/or prospective client as KWB Wealth’s solicitation to effect or attempt to effect transactions in securities or the rendering of personalized investment advice for compensation over the Internet. Any subsequent, direct communication by KWB Wealth with a prospective client shall be conducted by a representative who is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information about the registration status of KWB Wealth, please contact the state securities regulators for those states where KWB Wealth maintains a registration filing. A copy of KWB Wealth’s current written disclosure statement discussing KWB Wealth’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from KWB Wealth upon written request. KWB Wealth does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to KWB Wealth’s website or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only, and all users should be guided accordingly.
This website and information are provided for guidance and information purposes only. Investments involve risk and, unless otherwise stated, are not guaranteed. Consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.
The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, gained through telephone, virtual and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.
Barron's Top 1,000/1,200 is based on assets under management, revenue produced for the firm, regulatory record, quality of practice, and philanthropic work.
