KWB & Associates, Inc. Wealth Managers Group, call toll-free (800) 478-8934, or local (909) 307-8220
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What We offer

KWB Wealth Managers Group is an independent firm that offers no proprietary products. Our focus is on providing you with up-to-date information and excellent service as we educate you about your investment options. We take a “big picture” approach to investment management, an approach that encompasses almost every important financial consideration, allowing us to see your needs and desires from crucial angles as we discuss your financial goals, and then help you create a strategy for achieving those goals.

These are some of the things our
Wealth Managers can assist you with:
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Strategies for generating life-lasting income
Asset management and retirement planning
Asset protection for aging parents
Life, disability and long-term care insurance
Estate planning and Living Trusts
Stocks, bonds, mutual funds, annuities and other investment vehicles


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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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