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.

07/17/2026

What can we expect from the markets for the rest of 2026?

Join KWB Wealth for our 2026 Mid-Year Economic Outlook this Wednesday, July 22 at 9 a.m. PST. During this live conversation, we’ll discuss America at 250, recent market performance, and where potential returns may come from in the months ahead.

This event is open to anyone who wants to learn, gain perspective, and ask questions.

Register here: https://ow.ly/oOjU50Zoyzf

Investing involves risk. This is informational, not advice.

What happens when one of the market’s biggest laggards suddenly becomes a leader?Small-cap stocks outperformed large cap...
07/17/2026

What happens when one of the market’s biggest laggards suddenly becomes a leader?

Small-cap stocks outperformed large caps by 12.3% in the first half of 2026. But that comeback does not tell the whole story.

In this month’s blog, we look at what fueled the rally and why six strong months may be more of a lesson in diversification than a signal to change course.

Read the full blog: kwbwealth.com/blogs/small-caps-had-a-great-first-half

Investing involves risk. This is informational, not advice.

The composition of American wealth has changed significantly over the past few decades.Today, a greater share of househo...
07/16/2026

The composition of American wealth has changed significantly over the past few decades.

Today, a greater share of household wealth is held in stocks, 401(k)s, IRAs, and brokerage accounts rather than primarily in real estate and pensions. That shift has created new opportunities for long-term growth, but it has also made thoughtful diversification increasingly important.

Explore the data and market updates in this week’s commentary: kwbwealth.com/wmc-7-14-26

Investing involves risk. This is informational, not advice.

This week’s commentary looks at what investors are watching in the second half of the year, including the strength of th...
07/09/2026

This week’s commentary looks at what investors are watching in the second half of the year, including the strength of the U.S. economy, AI valuations, data center expansion, and early signs of market rotation.

Read more: kwbwealth.com/wmc-7-7-26

Investing involves risk. This is informational, not advice.

Where we've been. Where we're headed. And what it means for your plan.Our advisors — Kerry, Quentin, and Mike — are conn...
07/08/2026

Where we've been. Where we're headed. And what it means for your plan.

Our advisors — Kerry, Quentin, and Mike — are connecting the dots between America's 250-year track record, the AI-driven growth wave, and the 2026 IPO market — and what all of it means for the decisions in front of you right now.

No lecture. No jargon overload. Just a live, candid conversation built around the questions clients are actually asking us.

Join us on Zoom Wednesday, July 22 from 9 – 10 a.m. PST.

Click to register: https://ow.ly/qK2150ZllNa

Investing involves risk. This is informational, not advice.

Lowering inflation may prove to be more complicated than expected.This week’s commentary looks at what may be keeping in...
07/02/2026

Lowering inflation may prove to be more complicated than expected.

This week’s commentary looks at what may be keeping inflation elevated, from energy prices and tariffs to consumer expectations, national debt, and the growing cost of AI.

Read more on our website: kwbwealth.com/wmc-6-30-26

Investing involves risk. This is informational, not advice.

06/30/2026

We’re proud to share that KWB Wealth has been named #5 on the Forbes Best-In-State Wealth Advisors list.

This recognition reflects the care, consistency, and experience our team brings to helping clients plan for what matters most.

We’re thankful for the trust of our clients and honored to continue growing alongside the families and community we serve.

Investing involves risk. This is informational, not advice.

Markets moved higher last week as investors welcomed signs of progress between the United States and Iran.A potential re...
06/25/2026

Markets moved higher last week as investors welcomed signs of progress between the United States and Iran.

A potential reopening of the Strait of Hormuz could help ease oil prices over time. At the same time, the Federal Reserve made its priority clear: inflation remains above target.

Read the full Weekly Market Commentary: kwbwealth.com/wmc-6-23-26

Investing involves risk. This is informational, not advice.

06/23/2026

We hear a lot of questions about Medicare from clients who are approaching retirement or already there — and we understand why.

There are important details to think through, like when to enroll, how your income can affect your premiums, and how Medicare fits into your bigger retirement picture.

That’s why we put together this month’s blog: a simple resource covering five common Medicare questions we hear often.

Read the full blog here: kwbwealth.com/blogs/top-5-medicare-questions-we-hear-from-clients

Investing involves risk. This is informational, not advice.

Last week gave investors plenty to process. Inflation rose, interest rate uncertainty continued, and conflict in the Mid...
06/18/2026

Last week gave investors plenty to process.

Inflation rose, interest rate uncertainty continued, and conflict in the Middle East remained in focus. Despite the uncertainty, major U.S. stock indexes finished the week higher.

Read the full Weekly Market Commentary here: kwbwealth.com/wmc-6-16-26

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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