Leeward Wealth Management
Financial Services & Investment Services
Leeward Wealth is a fee-based Wealth Management firm specializing in investment management and comprehensive financial planning. This means we are here for you in all stages of your life and in all transitions of your life. The planning you may need at 25 is different than the planning needed at age 60. We understand the various stages of accumulating money (building money) through retirement when you are spending your money, and we are here to support you through it all. By focusing on the financial planning we are looking at your whole financial picture and not just bits and pieces of it. We want to take care of the whole you and create your ideal life for you to enjoy!
Clients also go through various transitions in life. I specifically help clients going through divorce. This is a really rough time, but it's also a time that you are forced to make some really important financial decision that will impact you for decades to come. I help you determine what your assets and debts are, what support you might be entitled to, what are the tax ramifications, and help you understand the investments and retirement accounts. I am here to help you through all these decisions so that you can understand the impact those decisions will make and be empowered to stand strong for the next phase of your life. For more information on divorce planning, please visit www.kimberlysurber.com.
Securities offered through JW Cole Financial Inc. (JWC). Member FINRA/SIPC. Advisory services offered through J.W. Cole Advisors, Inc. (JWCA) LWM and JWC/JWCA are unaffiliated entities.