Wealth Management

The Wealth Managers at KWB value the importance of balanced and independent investment advice. They will examine and review all available investment options with clients, explain the pros and cons of each, and then implement the agreed upon financial strategies that are best suited to fit our client’s needs

As independent advisors, we have the freedom to propose what we believe is best for our clients and not our parent company. Our focus is to put our clients’ interests first and foremost. Once a course of action is decided, KWB’s staff will implement it with focus, providing a personal and friendly outcome.

Some of the wealth management investment options we offer access to include:

• Stocks, Bonds, Mutual Funds, ETFs, UITs and CDs
• College Savings Plans, UTMAs, Custodial Accounts
• Small Business Solutions - SEP, Simple, Individual K, Roth 401(k)
• Variable and Fixed Annuities
• IRAs, including Roth, Stretch, Inherited 403(b), and others
• Corporate Retirement Plans - 401(k)s, Profit Sharing, and Defined Benefit Plans