Leeward Wealth Management
Company

Leeward Wealth Management

Financial Services United States 3 employees
Employees
3
Contacts
2
Emails
2
Phones
1

Leeward Wealth Management Overview

Headquarters
United States
Industry
Financial Services
Employees
3
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Leeward Wealth Management

Leeward Wealth Management is an independent financial planning firm offering investment management and comprehensive financial planning services to families and small business owners. We help build a plan to create the life you've always dreamed of! We believe in having a strong relationship with you; not just getting to know your portfolio, but getting to know you and your family. A relationship is two-way, so having you get to know us is just as important. We want you to value the interaction, the honesty and commitment we provide to you, and the trust we will always endeavor to earn. We want to be your trusted advisor for the long term! Let's get started today! “Securities offered through JW Cole Financial Inc. (JWC). Member FINRA/SIPC. Advisory services offered through J.W. Cole Advisors, Inc. (JWCA) Leeward Wealth Management and JWC/JWCA are unaffiliated entities.”

Leeward Wealth Management Contact Details

People in AeroLeads
2
With contact data
2
Email contacts
2
100.0% coverage
Phone contacts
1
50.0% coverage

Leeward Wealth Management Org Chart

Sample employees and titles
Name Title Contact
Leslie Valant, Aams®, Cdfa® Founder & Senior Wealth Advisor at Leeward Wealth Management
Email
Kimberly Surber, Cfp® Cdfa® Financial Planner Specializing in Divorce, Mom, Daughter, Animal Lover
Email Phone

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