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.

Feeling the pinch at the pump, the grocery store, or in everyday expenses? You’re not alone.This week’s Weekly Market Co...
05/29/2026

Feeling the pinch at the pump, the grocery store, or in everyday expenses? You’re not alone.

This week’s Weekly Market Commentary explores how rising prices are weighing on consumer sentiment, why energy costs remain a key concern, and how different households may be feeling the economy in different ways.

Read the full commentary here: kwbwealth.com/resources

Investing involves risk. This is informational, not advice.

There’s still time to join us for Study Time with Steve today at 9 a.m. PST.Tune in for a brief market update led by Ste...
05/28/2026

There’s still time to join us for Study Time with Steve today at 9 a.m. PST.

Tune in for a brief market update led by Steven Gormley, CIMA®, with guest speaker Claire Lucchese, CFP®, followed by time for Q&A.

Join here: https://ow.ly/RGYn50Z4kaV

Investing involves risk. This is informational and not advice.

05/26/2026

Join us for Study Time with Steve on Thursday, May 28 at 9 a.m. PST.

Led by Steve Gormley, with guest speaker Claire Lucchese, this webinar will feature a timely market update followed by a dedicated Q&A session to address your questions.

Join using this link: https://ow.ly/6Hv750Z4jUt

We hope to see you there!

Investing involves risk. This is informational, not advice.

The market’s climb continues, though much of the recent growth has been fueled by a handful of major technology and AI c...
05/14/2026

The market’s climb continues, though much of the recent growth has been fueled by a handful of major technology and AI companies. Meanwhile, alternative assets continue to gain attention, with rare vintage trading cards reaching record-breaking prices.

This week’s commentary explores what these trends may signal for investors.

kwbwealth.com/resources

Investing involves risk. This is informational, not advice.

Last year we posted a blog “From Dial-Up to Data Centers” — and with AI continuing to dominate headlines and markets, it...
05/13/2026

Last year we posted a blog “From Dial-Up to Data Centers” — and with AI continuing to dominate headlines and markets, it feels especially timely to revisit.

From the early internet era to today’s rapid advancements in artificial intelligence, history reminds us that innovation often brings both excitement and uncertainty.

Sometimes, reflecting on where we’ve been can bring greater clarity to where we may be headed, and this blog provides a deeper look at the history: kwbwealth.com/blogs/from-dial-up-to-data-centers-a-look-back-to-understand-whats-ahead

Investing involves risk. This is informational, not advice.

05/13/2026

Headlines have felt anything but positive — yet markets continue climbing to new highs, and corporate earnings are seeing their strongest growth in nearly four years.

It’s a good reminder that short-term news cycles don’t always reflect the full picture. Markets often move ahead of sentiment, rewarding patience, resilience, and a long-term perspective. Sometimes the strongest growth happens quietly, even during uncertain seasons.

Learn more at: kwbwealth.com/blogs/when-earnings-speak-louder-than-headlines

Investing involves risk. This is informational, not advice.

What happens when investors want access to their money? How much visibility do you have into a strategy? And does the in...
05/12/2026

What happens when investors want access to their money? How much visibility do you have into a strategy? And does the investment align with your broader financial picture and long-term goals?

At KWB Wealth, we believe it’s important to help investors understand what’s happening in today’s market.

Our blog breaks down the recent headlines surrounding private credit — what it is, how it works, and the key considerations investors should understand when evaluating investment opportunities.

Read more: kwbwealth.com/blogs/what-the-private-credit-headlines-actually-mean-for-you

Investing involves risk. This is informational, not advice.

Join our Director of Portfolio Management, Steve Gormley, and Wealth Manager, Claire Lucchese, for an educational webina...
05/08/2026

Join our Director of Portfolio Management, Steve Gormley, and Wealth Manager, Claire Lucchese, for an educational webinar on May 28th. We’ll cover current market trends, key performance indicators, and what may lie ahead. It’s also a valuable opportunity to connect directly with our team and ask questions about the market, investments, and our take on the economy. We look forward to having you with us.

May 28 at 9 a.m. PST via Zoom:
🔗https://ow.ly/RUOx50YVG9n

Investing involves risk. This is informational, not advice.

April gave investors plenty to feel good about! Strong corporate earnings and innovation around data center infrastructu...
05/07/2026

April gave investors plenty to feel good about! Strong corporate earnings and innovation around data center infrastructure helped push markets higher.

Even in periods of optimism, balance matters. Staying diversified can help keep your financial picture steady through shifting conditions.

Read this week's commentary: kwbwealth.com/resources

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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