KWB Wealth

KWB Wealth If you are serious about accumulating wealth, then we are serious about working with you. The sky is our limit. We don’t set minimums. And we don’t set maximums.

KWB Wealth was founded on the vision of offering more – much more - than an investing experience that is only as good as the last transaction. Our mission has always been, and always will be, to provide serious investors with comprehensive long-term wealth management. Since 1996 we’ve been helping clients from every walk of life turn their hard-won earnings into assets they can enjoy throughout their lifetime and leave to loved ones if they so choose. All you need to work with us is the intention to accumulate wealth and make your best life happen. Are you ready? Then let’s talk: call 909.307.8220, email [email protected], or visit our website kwbwealth.com. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. KWB Wealth is an SEC registered investment adviser.

Markets hit a few bumps to close Q3 as investors weighed AI, rising Treasury yields, inflation and changing rate expecta...
10/08/2026

Markets hit a few bumps to close Q3 as investors weighed AI, rising Treasury yields, inflation and changing rate expectations.

Read this week’s market commentary: kwbwealth.com/wmc-10-6-26

Investing involves risk. This is informational, not advice.

Election seasons can bring plenty of noise. This week, we look at why keeping your focus on long-term financial goals ca...
10/01/2026

Election seasons can bring plenty of noise.

This week, we look at why keeping your focus on long-term financial goals can matter when headlines and emotions are running high. Read this weeks Commentary: kwbwealth.com/wmc-9-29-26

Investing involves risk. This is informational, not advice.

09/30/2026

The national debt is growing, but that doesn’t necessarily mean you need to change your financial plan every time the number gets bigger.

In my latest blog, I take a closer look at 3 reasons the national debt might affect your household and 3 reasons it might not. Read more: kwbwealth.com/blogs/dollar40-trillion-3-reasons-the-national-debt-might-affect-your-household-and-3-reasons-it-might-not

Investing involves risk. This is informational, not advice.

Oil prices, inflation, and interest rates were all in focus last week.As markets reacted to changing expectations for oi...
09/17/2026

Oil prices, inflation, and interest rates were all in focus last week.

As markets reacted to changing expectations for oil supply and demand, Treasury yields moved higher and stocks finished the week lower. This week’s commentary looks at what drove the moves, and why we should always be looking ahead.

Read more: kwbwealth.com/wmc-9-15-26

Investing involves risk. This is informational, not advice.

If Medicare is on your horizon, now is a good time to start asking questions.With Open Enrollment approaching, understan...
09/16/2026

If Medicare is on your horizon, now is a good time to start asking questions.

With Open Enrollment approaching, understanding things like timing, coverage changes, premiums, and IRMAA can help you feel more prepared for the decisions ahead.

Read the Top 5 Medicare Questions We Hear from Clients: kwbwealth.com/blogs/top-5-medicare-questions-we-hear-from-clients

Investing involves risk. This is informational, not advice.

Interest rates continue to shape both the markets and everyday financial decisions.Higher Treasury yields can make borro...
09/10/2026

Interest rates continue to shape both the markets and everyday financial decisions.

Higher Treasury yields can make borrowing more expensive, but they may also create more attractive opportunities for income-focused investors. This week’s Commentary explains what’s driving rates higher and what it could mean for investors and consumers.

Read more: kwbwealth.com/wmc-9-8-26

Investing involves risk. This is informational, not advice.

The national debt has crossed $40 trillion...but what could that actually mean for investors like you?Higher debt can in...
09/09/2026

The national debt has crossed $40 trillion...but what could that actually mean for investors like you?

Higher debt can influence borrowing costs, but the headline doesn’t tell the whole story. We break down 3 reasons it may matter, and 3 reasons it may not.

Read our Director of Portfolio Management’s latest blog: https://ow.ly/wxXm50ZLwsz

Investing involves risk. This is informational, not advice.

When is the last time you reviewed your will or trust?August is National Make-A-Will Month, making it a good time to rev...
09/04/2026

When is the last time you reviewed your will or trust?

August is National Make-A-Will Month, making it a good time to revisit the documents you already have in place. When we meet with clients, we review existing wills and trusts from a financial planning perspective, helping identify potential gaps, an unfunded trust, or outdated beneficiary designations.

Our latest blog explains why keeping these documents current matters and how we can help support the process.

Read more: kwbwealth.com/blogs/your-will-and-trust-might-not-do-what-you-think

Investing involves risk. This is informational, not advice.

Registration is officially open for our 15th Annual Semper Fi & America’s Fund Charity Golf Tournament! ⛳🇺🇸Join us Frida...
09/03/2026

Registration is officially open for our 15th Annual Semper Fi & America’s Fund Charity Golf Tournament! ⛳🇺🇸

Join us Friday, April 16, 2027, at Morongo Golf Club at Tukwet Canyon for a day of golf with an even greater purpose. Register here: www.semperfigolftournament.com/registration

For 15 years, our players, sponsors, and community have come together to support our veterans and military families, and 100% of the funds raised go directly to Semper Fi & America’s Fund.

Whether you’re joining us on the course or supporting the tournament as a sponsor, we’d love to have you be part of another meaningful year.

📅 Friday, April 16, 2027
📍 Morongo Golf Club at Tukwet Canyon
⛳ Tee-off: 8:00 a.m.

AI continues to fuel business investment and market momentum, but stronger growth may also complicate the Federal Reserv...
09/02/2026

AI continues to fuel business investment and market momentum, but stronger growth may also complicate the Federal Reserve’s fight against inflation.

This week’s Commentary looks at the connection between AI-driven growth, interest rates, and market performance, along with an important retirement planning question: how can thoughtful withdrawal strategies help retirement savings last longer?

Read this week’s commentary: kwbwealth.com/wmc-9-1-26

Investing involves risk. This is informational, not advice.

Address

1782 Orange Tree Lane
Redlands, CA
92374

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 7am - 3pm

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