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News & Resources


Leeward Wealth Management Launches New Website
Leeward Wealth Management in Fort Collins is proud to announce the launch of our newly redesigned website.
Kim Surber
6 days ago2 min read


Planning for Life After Loss: Financial Steps for Widows
Losing a spouse is one of life’s most difficult transitions. Along with the emotional weight of grief, there are often financial decisions that require attention. During this time, clarity and guidance matter more than ever.
At Leeward Wealth Management, we work alongside widows to provide steady, thoughtful financial direction so they can move forward with confidence while honoring the life they shared.
Kim Surber
Feb 283 min read


Navigating a Career Change or Return to Work
Career transitions can be exciting, empowering, and sometimes overwhelming. Whether you are returning to the workforce after time away, shifting into a new industry, launching a business, or stepping into a leadership role, change often brings financial uncertainty along with opportunity.
Kim Surber
Feb 283 min read


Smart Tax Planning Strategies for Financial Confidence
significantly improve long-term financial outcomes. At Leeward Wealth Management, we believe proactive tax planning is one of the most powerful tools available to help preserve wealth, reduce liabilities, and create greater financial clarity.
Kim Surber
Feb 282 min read
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