@kubaresells

Kuba Resells leads KB Wealth Management, an independent financial advisory practice in the wealth management sector. The firm operates under a fiduciary standard, providing investment management, retirement planning, and estate planning services. KB Wealth Management structures its offerings through a fee-based model focused on long-term portfolio management. The practice integrates financial planning across investment selection, tax considerations, and wealth transfer strategies. Client portfolios receive ongoing monitoring and rebalancing based on documented risk parameters and financial objectives. The firm maintains relationships with tax professionals, estate attorneys, and insurance specialists to coordinate comprehensive planning services. KB Wealth Management serves individual investors, families, and small business owners seeking institutional-caliber portfolio management. The firm's planning process begins with a financial assessment covering assets, liabilities, cash flow, and specific wealth preservation goals. Investment recommendations align with each client's documented investment policy statement.