KWB Wealth

Michael S. Lee serves as Chief Investment Officer, overseeing asset allocation, manager selection, and direct deal diligence across public and private markets. Founder Kurt Brombacher remains Chairman, and Jeff Brombacher is President and CEO. The investment committee structure is not publicly detailed, but Lee's CIO role centralizes portfolio management authority under a single senior professional, giving the firm a defined point of accountability for capital deployment.

KWB leverages its Inland Empire roots and CPA-led referral network to access private real estate developers, regional operating companies, and structured credit originators that rarely appear in broad-market intermediary auctions. The firm's affiliated tax practice funnels business-owner clients into the investment pipeline, creating a closed-loop sourcing advantage. Direct real estate investments — including qualified opportunity zone projects — form the core of this proprietary origination channel.

The tax practice operates as an affiliated entity, not a legally separate firm, allowing KWB to coordinate investment implementation, entity selection, and estate planning under a single fiduciary umbrella. This integration means client tax returns directly inform buy-sell decisions, partnership structuring, and exit timing — a closed feedback loop that standalone RIAs and wirehouse teams cannot replicate without coordinating across unaffiliated CPAs. The firm's founder, Kurt Brombacher, is a CPA, and the original practice was built as a tax-and-accounting firm before the investment-management layer was added.