Smart, institutional-caliber investing for individuals, families and businesses
How can we help?
Researching investments, evaluating options and executing decisions takes time and skill. It’s easy to feel overwhelmed. Goals like funding your children’s education or planning your retirement are too important to risk getting wrong. Leeward Financial Partners takes a holistic look at your complete financial picture and provides a clear strategy for navigating your financial future.
Leeward Financial Partners starts with getting to know you and your financial situation. We do a thorough evaluation of your current investments, looking for opportunities to increase revenue and decrease portfolio fees.
We’ll also do a gap analysis that takes into account items such as life insurance, long-term care and educational plans for children or grandchildren – critical pieces related to your finances that you may not have considered or financially modeled.
We use a seven-step process to create your personalized wealth management strategy. But the work doesn’t end there. We’ll also implement the plan, monitor performance and help you make adjustments when life changes occur.
Our Services
Take control of your financial future.
Through hard work, you’ve achieved a certain level of success. But as your wealth has grown, it’s also become more complex. Managing and monitoring your investments has begun to feel like a second job. And it’s not how you want to use your time.
Leeward Financial Partners lifts that burden from you. We put our decades of wealth management experience to work into optimizing your financial future.
Choose not to be measured by how much money you make. Choose to be measured by how much money you keep, how your earnings work for you, and the wealth you provide to those who matter most.
About Us
Leeward Financial Partners is a boutique Registered Investment Advisor serving the Pacific Northwest.
We provide highly customized wealth management and financial planning services to individuals and families throughout the Seattle, Bellevue, Kirkland, Redmond, the Eastside, and the Puget Sound area of Washington and beyond. Our clients receive:
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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.
We welcome the opportunity to discuss your investment objectives and our wealth management services. Contact us for a complimentary, no-obligation consultation.
