• 7 YEARS
    STRAIGHT
    KWB has made Barron's
    Top 1,200 Advisors List
    Ranked #92 for 2015
  • KWB Makes FT 400 Ranking
    in March 2015
  • 2015 CHARITY GOLF EVENT
    Play golf, win prizes, enjoy a delicious lunch and help our wounded service warriors!
    ALL funds raised during the event benefit Semper Fi Fund.

Our Value as a Team

What started with the help of an assistant and receptionist has grown into a firm of multiple Wealth Managers backed by a dedicated support staff who care about delivering world-class service. A team of advisors makes it so client questions don’t go unanswered if their primary advisor is sick or out of the office. It also allows us to develop specialties in several different areas and benefit from the knowledge and experience of our teammates.

KWB also employs a full-time research assistant to help advisors allocate portfolios and keep them informed of market conditions. Together, the KWB team is comprised of knowledgeable, committed individuals who embrace and practice the philosophy of “Nurturing Your Wealth.” To learn more about the wealth managers and support staff, visit Our Team.

  • 1996

    Kerry starts KWB Wealth Managers after working in the Financial Services industry since 1987.

  • 2001

    KWB purchases land and builds its Redlands home office.

  • 2002-2013

    KWB expands its team to include six financial advisors and skilled support and research staff.

  • 2014

    KWB reaches over 600 million in brokerage and advisory assets under management through LPL Financial.

Becoming
a Client