Our Process

How Your Personalized Investment Plan Takes Shape

Our Process

Our proven seven-step process helps us deliver what's best for our clients.

Developing an over-arching wealth management strategy is critical. But the work doesn’t end there. You then need to implement the plan, monitor the market and make adjustments when life changes occur.

A cohesive financial plan determines where your money goes instead of you wondering where it went.

Client-Focused Advisory Services

Our goal at Leeward Financial Partners is to provide independent, objective, wealth-management advisory services for our clients. We embrace today’s fast-paced investing environment, offering personalized solutions within a modern and cost-efficient business model.

Holistic financial planning
Customized investment recommendations
Cost-efficient portfolio management
Expert retirement, estate and tax planning

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Important

Leeward Financial Partners, LLC is a registered investment adviser with the Securities and Exchange Commission. The Adviser may not transact business in sales where it is not appropriately registered or exempt from registration.

Individualized responses to persons that involve either the effecting of transactions in securities or the rendering of personalized investment advice for compensation will not be made without registration or exemption.

Leeward Client Relationship Summary >>Terms and Conditions >>Privacy Policy >>

Contact

We welcome the opportunity to discuss your investment objectives and our wealth management services. Contact us for a complimentary, no-obligation consultation.

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