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Appointment

Meet With Kim

Take the next step toward financial clarity with Leeward Wealth Management and schedule a personalized consultation today. Book an appointment with Kimberly Surber to create a strategy designed around your goals and your future.

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Leeward Wealth Management provides comprehensive financial planning and investment management for women navigating life’s transitions — including divorce, widowhood, and retirement — with clarity and confidence.

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Disclosure Statement:

Check the background of your financial professional on FINRA's BrokerCheck.

 

The content is developed from sources believed to provide accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.  The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.

 

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

 

Securities offered through J.W. Cole Financial, Inc. (JWC). Member FINRA/SIPC. Advisory services offered through J.W. Cole Advisors, Inc. (JWCA). Neither J.W. Cole Advisors, Inc. (JWCA) or J.W. Cole Financial, Inc. (JWC) nor its representatives provide legal, tax preparation or accounting advice. Persons who provide such advice do so in a capacity other than as a registered representative of (JWCA/JWC). Leeward Wealth Management and JWC/JWCA are not affiliated entities.

 

For a copy of JWCF’s Form CRS, JWCA’s Form CRS, or JWC’s Disclosure Supplement please click here. By following this link, you consent to the receipt of the Form CRS electronically.

 

Financial Professional of J.W. Cole Financial, whose identities and associations with Leeward Wealth Management are disclosed on this site, may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdictions. Please note that not all of the investments and services mentioned may be available in every state.

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