KWB Wealth
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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
06/11/2026
Job growth came in stronger than expected last month, but that may also impact what happens next with interest rates.
This week’s commentary covers the Fed’s focus on inflation and explores possible ways to strengthen Social Security for the future.
Read more: kwbwealth.com/wmc-6-9-26
Investing involves risk. This is informational, not advice.
06/09/2026
Help us give a warm welcome to Jacob, the newest member of the KWB Wealth team!
Jacob’s favorite part of working at KWB is seeing clients achieve their financial goals and enjoy the rewards of their years of hard work. He is also focused on a few exciting goals of his own, including passing the Series 66, pursuing his CFP® designation, and buying his first home.
Outside of work, Jacob has a fun hidden talent — he can play the harmonica!
We’re so excited to have Jacob growing with us. Welcome to the team, Jacob! 🌳✨
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.
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Website
Address
1782 Orange Tree Lane
Redlands, CA
92374
Opening Hours
| Monday | 8am - 5pm |
| Tuesday | 8am - 5pm |
| Wednesday | 8am - 5pm |
| Thursday | 8am - 5pm |
| Friday | 7am - 3pm |
