“Leeward” was chosen as our firm name given its nautical roots and definition of being “where the sea is not exposed to the wind.” Given our proximity to Puget Sound and our founders affinity with the water and love of boating in the San Juan Islands, it was a perfect fit. The name brings together a confluence of what we enjoy doing, our unique location and nautical heritage, and our mission to “Partner” with our clients and help shelter them from “investment storms” that inevitably appear.
To that end, our clients come first in everything we do. We eliminate the inefficiencies that exist within the wealth management industry to provide hand-tailored solutions. When constructing client portfolios, we look across the entire investible universe to ensure: