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KWB Wealth is a financial planning firm located in Redlands, CA, dedicated to helping individuals and families achieve their financial goals. With a focus on comprehensive financial planning and prudent investment philosophies, they work with clients who are in or nearing retirement and have at least $500k in investable assets. Their team of experts offers services such as financial planning, retirement planning, tax planning, estate planning, and values added planning, all tailored to meet the unique needs and goals of each client. At KWB Wealth, they believe in taking a long-term approach to financial planning and prioritizing their clients' well-being over short-term gains. They offer two client models, the Integrated Client Model for more seasoned clients and the Accumulator Model for those in the initial stages of their financial journey. With their expertise and personalized approach, they help clients visualize their financial future and provide guidance to make informed decisions. Whether it's planning for retirement, reducing tax burdens, or integrating personal values into investment strategies, KWB Wealth is committed to helping clients create a brighter now, a brighter tomorrow, and a brighter legacy.Generated from the website

We offer a full range of financial products and services for individuals, business owners, and professionals. Investments and insurance products (CA Insurance #0687464) are offered through our affiliation with Centaurus Financial, Inc., member, FINRA and SIPC. Areas of specialization include investment planning, investment selection, investment implementation, and investment management as well as retirement planning.