KWB & Associates, Inc. Wealth Managers Group, call toll-free (800) 478-8934, or local (909) 307-8220
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About KWB
Wealth accumulation and preservation put you on the path to financial freedom. A knowledgeable and trustworthy Wealth Manager helps smooth the way by eliminating or minimizing some of the obstacles you encounter during your journey. That’s the kind of help you can count on from KWB Wealth Managers Group. We are an independent firm who offers no proprietary products. This gives us an advantage over proprietary firms, because we are free to offer objective, unbiased advice to our clients. Our focus is on providing you with up-to-date information and superlative service as we educate you about your investment options.

KWB History
It’s amazing what you can do when you “put down some roots”. More…

What to Expect from KWB

High expectations often reap higher rewards. We expect the best of ourselves at KWB Wealth Managers Group, and we want you to do the same. More...

KWB Support Team

Our support team strives to be proactive. Whenever possible, we want to anticipate your needs – to take care of your concerns before you ask. Life as it is, this doesn’t always happen – but it can't keep us from trying! We are confident each and every one of us will attend to you in a timely and efficient manner – and will do so with courteous attitude and a friendly smile. Meet KWB’s Support Team

Independent Advice
KWB chose to become a representative firm of Linsco/Private Ledger (LPL) because we think alike. LPL is built on the premise that, in an increasingly complicated era, achieving your financial goals depends upon solid, unbiased advice; meaningful, timely information and research and easy access to the investments and services that best fit your specific circumstances. More….

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> What to Expect from KWB
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Securities and Insurance Products offered through LPL Financial and it's affiliates, Member FINRA/SIPC
Insurance products offered through Private Ledger Insurance Services of California, Inc.

Not FDIC Insured
No Bank Guarantee
May Lose Value
Not a Deposit
Not Insured by any Federal Government Agency

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ Practitioner, which it awards to individuals who successfully complete initial and ongoing certification requirements.
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