KWB Wealth

KWB Wealth is a registered investment adviser that focuses on comprehensive financial planning and long-term investment management. The firm works with clients who want the big picture of their finances mapped out, with particular attention to people in or nearing retirement. Its core offerings include financial planning, retirement planning, tax planning, estate planning in coordination with the client's attorney, and values-aligned investing.

The firm uses two client models: an Integrated Client Model for clients in later financial stages, and an Accumulator Model for those just starting to build wealth, which carries an annual fee of 0.65 percent. Clients can reach the office by local phone or toll-free, and KWB also has a second office in Monrovia. The Redlands office is at 1782 Orange Tree Lane.