KWB Wealth of Redlands

KWB Wealth of Redlands is a Financial Planner in Redlands, CA. It offers comprehensive financial planning, investment management, retirement and estate planning, tax optimization, and insurance services. The firm serves hard-working individuals, particularly those in or nearing retirement or with 500k+ in investable assets, through two customized client models: the Integrated Client Model for seasoned stages and the Accumulator Model for initial stages. It holds a rating of 5.00 based on customer reviews.

The practice is led by President and CEO Kerry Bubb, who established KWB Wealth in 1996 after launching his career in financial services in 1987. Bubb holds an MBA and a B.S. in Industrial Engineering from Grove City College, where he participated in ROTC and served in the USAF. The firm emphasizes long-term thinking and prudent investment philosophies over transactional approaches. It provides detailed financial visualization tools to help clients envision their retirement and legacy goals. Services include strategic planning for business succession, lifetime gifting, and values-inclusive planning that integrates personal principles into investment strategies. The team offers annual meetings, proactive goal shaping, and access to weekly market commentary, webinars, and quarterly insights. The firm also assists with estate planning elements such as living trusts, wills, and Powers of Attorney, working alongside legal professionals.

KWB Wealth of Redlands maintains a 5.00 rating based on customer reviews, reflecting the positive experiences of those who have worked with the firm. The business is located at 1782 Orange Tree Ln.

KWB Wealth of Redlands combines long-term financial planning with personalized investment management to help Redlands residents secure their financial futures.

KWB Wealth of Redlands sits on Orange Tree Ln, about a tenth of a mile from the Pearl Harbor Memorial Highway and the Gorman Learning Center. The office is also a short walk from the Redlands DMV and West Redlands Boulevard.

BizScoreAI awards a perfect 100 out of 100 for Schema and Structure, ensuring AI assistants and search engines clearly understand the services offered. The firm achieves a solid 76 out of 100 for SEO, which supports technical search health and helps local customers find the practice. BizScoreAI ranks this financial planner number 2 of 3 in Redlands.