What defines us?
KWB is a full service, independent wealth management firm that focuses on helping individuals and businesses achieve financial freedom by protecting capital and increasing wealth.

Full-service – asset management, stocks, bonds, annuities, mutual funds, retirement plans, trust services, insurance, estate planning, long-term care, income and estate tax planning and strategizing.

Independent – we don’t sell our own product…we are unbiased and can offer you the best solutions for your needs.

Committed – KWB is committed to helping serious investors achieve long-term investment success which points toward financial freedom.

Established – we currently manage over $350,000,000 in assets for over 2,000 investors.

Located in your community – we offer services to the community at large, as well as to the customers of our partners…SCE Federal Credit Union, La Loma Employees Federal Credit Union and 1st Centennial Bank.

What makes us unique?
Institutional process of money management – Many firms simply buy and sell products as dictated by their customers. At KWB we help clients implement an institutional process: prudent asset allocation, portfolio re-balancing, strategic and tactical asset allocation based on market conditions and investor goals.

Personal attention – Our clients have a dedicated Wealth Manager and support team at their service, at all times. We take a pro-active approach, striving to anticipate clients’ needs before they do.

Regular reviews – Our Wealth Managers schedule regular portfolio reviews and meetings to keep clients on track toward reaching financial goals.

Teamwork -- KWB Wealth Managers meet weekly to discuss economic, tax, and global investment policy and how they may affect portfolios. We also review investment manager performance and client portfolio asset allocation weightings. Changes are agreed upon as a team. Our collaborate effort helps ensure that asset allocations and the hiring/terminating of investment managers are based on reason and not emotion – an important key to investment success!