KWB Wealth of Highland

KWB Wealth of Highland is a Wealth Management firm in Highland, CA. The practice focuses on comprehensive financial planning, retirement planning, and investment management for clients seeking long-term stability rather than transactional, bottom-line centered investing. The firm serves individuals who are in or nearing retirement and those with investable assets, though it explicitly states that clients do not need large piles of assets to work with the team. The business has been brightening the big picture of clients' lives for three decades. It holds a rating of 5.00 based on reviews from customers who have evaluated the service.

The firm offers two distinct client models tailored to different stages of wealth accumulation. The Integrated Client Model is designed for clients in more seasoned stages, providing integrated financial planning that combines investment management, retirement and estate planning, tax optimization, and insurance. This model includes annual meetings with the team, weekly market commentary, webinars, and strategic planning for legacy goals such as business succession and lifetime gifting. The fee structure for this model is tiered, with the average fee percentage decreasing as the portfolio size increases. The Accumulator Client Model is intended for clients in the initial stages of accumulating wealth, focusing on laying a solid foundation. The firm emphasizes a cooperative approach, looking for clients who are open to sound advice, have reasonable expectations, and are willing to commit to implementing the financial plan built together.

The leadership team includes Kerry Bubb, MBA, AIF, who serves as President and CEO. Bubb holds a B.S. in Industrial Engineering from Grove City College and an MBA obtained during his career in the United States Air Force, where he completed an assignment at Norton Air Force Base in San Bernardino, CA, in 1984. He has been a long-term Southern California resident since settling in the Redlands area in the late 1980s. The firm maintains locations in Redlands and Monrovia, CA, and can be contacted via local and toll-free phone numbers or email. Clients are encouraged to check the background of the firm on FINRA's BrokerCheck.

KWB Wealth of Highland combines three decades of experience with a structured approach to financial planning, serving the Highland and Redlands communities with personalized strategies for retirement and legacy goals.