It’s amazing what you can do when you “put down some roots”. To understand the inspiration behind KWB Wealth Managers Group, you need to understand some of the motivations of its founder and President, Kerrick W. Bubb (Kerry). Kerry grew up in a career military family, moving every few years from the time he was born until he left home for college at the age of 17. After college Kerry completed four years in the U.S. Air Force, ending his tour of duty in the Inland Empire. It was time to see what he could accomplish if he established more permanent roots. Kerry stayed in the Inland Empire, where he began a career as an Investment Consultant. He got married, bought a house and started a family. He settled in – but he didn’t settle down. As Kerry worked to build lasting relationships with his clients, he began to see the link between sound financial advice, excellent service and satisfied clients. To strengthen that link, it was time for Kerry to take the next step.

Taking the next step meant leaving the broker-dealer Kerry had been with for nine years and charting a new course. On February 16, 1996, he joined the independent broker-dealer Linsco/Private Ledger (LPL). This was the first leg of a challenging yet frequently rewarding journey. Kerry was committed to creating a team dedicated to helping clients develop a long-term investment strategy that, despite inevitable economic uncertainty and volatile markets, would strengthen with time. Within months of forming KWB and moving to LPL, the SCE Federal Credit Union (SCE FCU) announced its alliance with KWB. KWB, through LPL, would provide wealth management services to Credit Union members. Today, KWB services over 900 SCE employees and retirees. More recently, KWB formed alliances with 1st Centennial Bank and La Loma Federal Credit Union. KWB manages about $350,000,000 in financial institution customer and independent client assets. What Kerry started with the help of an assistant and receptionist has grown into a firm of multiple Wealth Managers and support team members. – a team of knowledgeable, committed individuals who embrace and practice the philosophy of “Nurturing Your Wealth”.

In 1999 KWB deepened its roots in the community even more by acquiring the land on which to construct its own building. We moved into our new headquarters in October of 2001, some 45 days after the terrorist attack of September 11, 2001. A mural of the New York City skyline was being painted in the conference room when the disaster occurred. Today, the skyline is pictured as it was prior to the disaster, the World Trade Center draped over by a flag with the words “never to be forgotten.”

Delivering proactive and personalized service has always been the primary goal of our entire KWB team. We want our clients to benefit from every aspect of their relationship with us – from the real person who answers the phone when you call to the state-of-the art technology that enables us to share updated and accurate information in a timely and courteous manner. We take the “don’t call us, we’ll call you approach” to heart, striving to anticipate your needs before you have to ask. And we like to keep in touch. Our clients receive letters and emails communicating pertinent information about current economic events. We conduct educational workshops. And from time to time we host entertaining events for clients and guests to enjoy. This proactive “pay attention” attitude has helped us become a Top Advisor at LPL – and since LPL has thousands of representatives, we consider that quite an achievement.


KWB specializes in assisting serious investors during their working years so they can better enjoy their retirement years. If your goal is to achieve a secure retirement through a disciplined long-term investing process, it’s our goal to help you overcome the obstacles you’ll likely encounter along the way to your ultimate destination. Ask yourself: “How do I picture my golden years?”

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