Who is KWB?
KWB is a full-service wealth management firm committed to reducing the uncertainty and complexity of our clients' financial lives. Our advisors and support staff are driven to provide objective, holistic financial planning strategies that, when implemented, can help pursue greater confidence.
We take a leadership role in investments, estate and tax planning, gifting strategies, IRA withdrawal maximization, social security planning and other retirement plans so clients have a clear path for the future, bringing simplicity and ease of implementation into the picture.
We assist individuals, families, and businesses throughout Southern California and the nation. We strive to … inspire our clients to achieve Financial Freedom by planning wisely while living fully.
Beginnings
It's amazing what you can do when you “put down some roots.” To understand the inspiration behind KWB Wealth Managers Group, you need to understand some of the motivations of its founder and President, Kerrick W. Bubb (Kerry). Kerry grew up in a career military family, moving every few years from the time he was born until he left home for college at the age of 17. After college, Kerry completed four years in the U.S. Air Force, ending his tour of duty in southern California. After moving so often, it was time to see what he could do if he established more permanent roots. Kerry stayed in the Inland Empire, where he began a career as an Investment Consultant. He married, bought a house and started a family. He settled in – but he didn’t settle down.
As Kerry worked to build lasting relationships with his clients, he began to see the link between sound financial advice, excellent service, and happy clients. To strengthen that link, it was time for Kerry to take the next step. That meant choosing to leave the broker-dealer he had been with for nine years, charting a new course, and establishing KWB & Associates, Inc. (KWB).
On February 16, 1996, he joined the independent broker-dealer, LPL Financial. This was the first leg of a challenging, yet rewarding journey. Kerry was committed to creating a team dedicated to helping clients develop long-term investment strategies that, despite inevitable economic uncertainty and volatile markets, would strengthen with time.
In 1999, KWB deepened its roots in the community by acquiring the land on which to construct its own building. The team moved into its new headquarters in October of 2001, soon after the terrorist attack of September 11, 2001. A mural of the New York City skyline was being painted in the conference room when the disaster occurred. Today, the skyline is pictured as it was prior to the disaster, the World Trade Center draped over by a flag with the words, “Never To Be Forgotten.”
