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Industry: Financial Services
Location: Redlands, CA
Employees: 20-50
KWB started their customer journey working with Accent Computer Solutions in the early 2000s. They are now being supported by VC3 since the acquisition of Accent in 2022.
Rest Easy With Proactive IT
Running a wealth management business is complicated enough. The executives at KWB chose not to develop an expertise in IT, and instead chose to outsource their IT needs to VC3.
One of their favorite features is how quickly they're able to get a response when they call.
They know that if there's a problem, VC3 is on it.
About KWB Wealth
KWB is a full-service wealth management firm committed to reducing the uncertainty and complexity of their clients' financial lives. Their advisors and support staff are driven to provide objective, holistic financial planning strategies that, when implemented, can help their clients pursue greater confidence.
Client
Kerry Bubb, President
KWB WEALTH
We can rest assured, knowing we've got a team that cares about us and who is being proactive.