KWB Wealth, headquartered in Redlands, California, is a fee-only, SEC-registered investment advisory firm offering comprehensive financial planning and investment management services tailored to individuals and families at various life stages. With over $850 million in assets under management, KWB Wealth provides two primary client models: the Integrated Client Model for those with more complex financial needs, and the Accumulator Model for clients in the early stages of wealth building. Their services encompass retirement planning, tax optimization, estate planning, and values-based investing, all delivered through a personalized, long-term approach that emphasizes trust and client education. Utilizing advanced tools like BlackRock’s ALADDIN® platform, KWB Wealth aims to align clients’ financial strategies with their personal values and goals, fostering financial confidence and clarity.