• Meet Our Team
  • 9 YEARS
    KWB has made Barron's
    Top 1,200 Advisors List
    Ranked #89 for 2017

    The Barron's Top 1,200 Advisors is based on assets under management,
    revenue produced for the firm, regulatory record, quality of practice
    and philanthropic work.

  • KWB Makes FT 400 Ranking
    in March 2017

    2017 Financial Times Top Financial Advisors minimum criteria: Financial advisors
    managing at least $200 million in assets and more than 10 years’ experience.
    Selected based on six criteria including: assets under management, asset growth,
    compliance record, experience, credentials and online accessibility

KWB Overview Video

KWB Overview Video

  • 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.

a Client