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We don’t expect you to roll into
our office with millions of dollars today —
anymore than you’d expect to
walk out of our office with it tomorrow.


We work best with clients who:

Are in or nearing retirement.
Have 500k+ in investable assets.
Need comprehensive financial planning.

But there are exceptions to every rule. If you are committed to living a life of financial choice through meaningful wealth accumulation and preservation, let’s talk.

You are a good fit if:

  • You want an advisor to manage your financial plan so you can enjoy your life.
  • You are open to sound advice and coaching.
  • You have reasonable expectations and respond accordingly.
  • You are kind and pleasant to work with. Seriously.

KWB Wealth | Redlands, CA: grandfather with grandson fishing

You are not a good fit if:

  • You can’t commit to implementing the financial plan we build together.
  • You are a performance chaser. Your primary focus is on short-term cost over long-term gain.
  • You buy the myth that it’s possible to “beat” the market and prevent loss.
  • You are emotionally whip-sawed by the market’s customary twists and turns. Reacting emotionally over responding logically derails your long-term financial plan. This is a challenge when dealing with your life’s assets. Trusting your wealth manager’s guidance is integral to financial success.

During his review Chuck asked how we were all doing given the market volatility this year. He seemed more concerned about all of us. Chuck reminisced about his meeting with Kerry years ago when he explained that markets go up over time and as long-term investors, we shouldn’t worry about volatility. That really resonated with him, and he appreciates that I remind annually. Chuck said, “I appreciate you all for what you do and how you helped my parents. I’m so glad they found you. We trust you.” I especially love how he explained that he’s “cruising” along and doesn’t worry because he knows we’re handling his account.

— Diana Sailler, Partner, Executive Wealth Manager