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 th

eir 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.

SpaceX has people talking — and for good reason.A potential IPO can be exciting, especially when it involves a company w...
06/12/2026

SpaceX has people talking — and for good reason.

A potential IPO can be exciting, especially when it involves a company with a big mission and a familiar name. But excitement alone is not a financial plan.

In our latest blog, Ricardo, KWB's Trading and Reporting Associate, walks through what investors should know before making any decisions, including the company’s business structure, potential risks, and the questions that matter most for your personal plan.

Read the full blog here: kwbwealth.com/blogs/houston-we-have-an-ipo

Investing involves risk. This is informational, not advice.

Job growth came in stronger than expected last month, but that may also impact what happens next with interest rates.Thi...
06/11/2026

Job growth came in stronger than expected last month, but that may also impact what happens next with interest rates.

This week’s commentary covers the Fed’s focus on inflation and explores possible ways to strengthen Social Security for the future.

Read more: kwbwealth.com/wmc-6-9-26

Investing involves risk. This is informational, not advice.

06/10/2026

What happens when both stocks and bonds struggle at the same time?

After 2022, many investors began rethinking the traditional approach to portfolio construction. Our latest blog explores how alternative investments can serve as a “third leg” in a portfolio — helping provide balance, flexibility, and added stability during unpredictable markets.

The Third Leg: Beyond Stocks and Bonds: kwbwealth.com/blogs/the-third-leg-beyond-stocks-and-bonds

Investing involves risk. This is informational, not advice.

Help us give a warm welcome to Jacob, the newest member of the KWB Wealth team!Jacob’s favorite part of working at KWB i...
06/09/2026

Help us give a warm welcome to Jacob, the newest member of the KWB Wealth team!

Jacob’s favorite part of working at KWB is seeing clients achieve their financial goals and enjoy the rewards of their years of hard work. He is also focused on a few exciting goals of his own, including passing the Series 66, pursuing his CFP® designation, and buying his first home.

Outside of work, Jacob has a fun hidden talent — he can play the harmonica!

We’re so excited to have Jacob growing with us. Welcome to the team, Jacob! 🌳✨

Headlines were loud and markets reacted. But behind the reactions, company earnings stayed strong.Our recent blog breaks...
06/08/2026

Headlines were loud and markets reacted. But behind the reactions, company earnings stayed strong.

Our recent blog breaks down why markets often recover before the news feels resolved — and why patience, perspective, and focusing on long-term fundamentals can help brighten the path forward during uncertain times. 🌱

Read more here: kwbwealth.com/blogs/when-earnings-speak-louder-than-headlines

Investing involves risk. This is informational, not advice.

Feeling the pinch at the pump, the grocery store, or in everyday expenses? You’re not alone.This week’s Weekly Market Co...
05/29/2026

Feeling the pinch at the pump, the grocery store, or in everyday expenses? You’re not alone.

This week’s Weekly Market Commentary explores how rising prices are weighing on consumer sentiment, why energy costs remain a key concern, and how different households may be feeling the economy in different ways.

Read the full commentary here: kwbwealth.com/resources

Investing involves risk. This is informational, not advice.

There’s still time to join us for Study Time with Steve today at 9 a.m. PST.Tune in for a brief market update led by Ste...
05/28/2026

There’s still time to join us for Study Time with Steve today at 9 a.m. PST.

Tune in for a brief market update led by Steven Gormley, CIMA®, with guest speaker Claire Lucchese, CFP®, followed by time for Q&A.

Join here: https://ow.ly/RGYn50Z4kaV

Investing involves risk. This is informational and not advice.

05/26/2026

Join us for Study Time with Steve on Thursday, May 28 at 9 a.m. PST.

Led by Steve Gormley, with guest speaker Claire Lucchese, this webinar will feature a timely market update followed by a dedicated Q&A session to address your questions.

Join using this link: https://ow.ly/6Hv750Z4jUt

We hope to see you there!

Investing involves risk. This is informational, not advice.

The market’s climb continues, though much of the recent growth has been fueled by a handful of major technology and AI c...
05/14/2026

The market’s climb continues, though much of the recent growth has been fueled by a handful of major technology and AI companies. Meanwhile, alternative assets continue to gain attention, with rare vintage trading cards reaching record-breaking prices.

This week’s commentary explores what these trends may signal for investors.

kwbwealth.com/resources

Investing involves risk. This is informational, not advice.

Last year we posted a blog “From Dial-Up to Data Centers” — and with AI continuing to dominate headlines and markets, it...
05/13/2026

Last year we posted a blog “From Dial-Up to Data Centers” — and with AI continuing to dominate headlines and markets, it feels especially timely to revisit.

From the early internet era to today’s rapid advancements in artificial intelligence, history reminds us that innovation often brings both excitement and uncertainty.

Sometimes, reflecting on where we’ve been can bring greater clarity to where we may be headed, and this blog provides a deeper look at the history: kwbwealth.com/blogs/from-dial-up-to-data-centers-a-look-back-to-understand-whats-ahead

Investing involves risk. This is informational, not advice.

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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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