KWB Wealth of Highland

KWB Wealth of Highland is a wealth management firm in Highland, California, serving individuals and families with comprehensive financial planning, retirement planning, investment management, and estate planning. The firm specializes in guiding clients through key life stages, particularly those in or nearing retirement, with a focus on long-term financial vision and legacy building. It offers two tailored client models, Integrated Client Model for more established clients and Accumulator Client Model for those in earlier wealth-building stages, designed to align financial strategies with personal goals. The firm is known for its client-centered approach, emphasizing trust, consistency, and personalized service, reflected in its 5.00 rating based on customer reviews.

The firm’s philosophy centers on helping clients see the full spectrum of financial possibility, regardless of asset size, by focusing on sustainable planning, prudent investing, and proactive goal setting. It emphasizes collaboration, commitment, and realistic expectations, avoiding short-term performance chasing or transactional investing. Clients are expected to engage in implementing their financial plans, and the firm values kindness, punctuality, and openness to guidance. The team, led by Kerry Bubb, MBA, AIF®, brings experience shaped by a diverse background including military service, international living, and formal education in engineering and business.

The firm operates from a location at 1782 Orange Tree Lane in Redlands, California, though it serves clients across the region, including Highland. It maintains a presence in both Redlands and Monrovia, offering in-person and remote consultations. The firm’s approach is grounded in long-term thinking, with a commitment to transparency, ongoing communication, and tailored financial strategies that evolve with clients’ lives. It stands out for its dedication to helping clients live fully, with financial plans that support both present well-being and future aspirations.