KWB Wealth

Directions Website

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.

Is more than 10% of your portfolio invested in one stock?For current and former Southern California Edison (SCE) employe...
10/23/2026

Is more than 10% of your portfolio invested in one stock?

For current and former Southern California Edison (SCE) employees with significant EIX holdings, the recent sharp decline highlights an important consideration: portfolio concentration.

Read our latest blog to learn the role of diversification, how to evaluate total EIX exposure, and other financial planning considerations: kwbwealth.com/blogs/edison-stock-understanding-concentration-and-diversification

To schedule a complimentary consultation, visit our website or call us at the number below.
kwbwealth.com/lets-talk-client-form I 909.307.8220

Investing involves risk. This is informational, not advice.

From everyday expenses to interest rates and retirement savings, inflation can create a ripple effect throughout the eco...
10/22/2026

From everyday expenses to interest rates and retirement savings, inflation can create a ripple effect throughout the economy.

This week's Market Commentary explores how these changes are influencing financial markets and what investors may want to keep in mind. Read more: kwbwealth.com/wmc-10-20-26

Investing involves risk. This is informational, not advice.

Political division may feel greater than ever, but history offers a different perspective. From the nation's founding to...
10/15/2026

Political division may feel greater than ever, but history offers a different perspective. From the nation's founding to today, disagreement has always been part of the story.

Explore this week's commentary for a look at historical parallels, recent market performance, and how businesses continue to adapt to change.

Read more: kwbwealth.com/wmc-10-13-26

Investing involves risk. This is informational, not advice.

How much influence do elections have on long-term market performance?In our 4th Quarter Newsletter, Portfolio Management...
10/14/2026

How much influence do elections have on long-term market performance?

In our 4th Quarter Newsletter, Portfolio Management Director Steve Gormley examines historical election cycles, the potential effects of divided government, and why corporate earnings remain a key factor in long-term market performance.

Read the full newsletter: kwbwealth.com/2026-4th-quarter-newsletter

Investing involves risk. This is informational, not advice.

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.

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

Website

Alerts

Be the first to know and let us send you an email when KWB Wealth posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category