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Our Services

How We Help You

Our job is to create financial stability for you and your children, and to empower you to move forward with understanding, and financial peace of mind!

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Financial Planning

Our comprehensive Financial Planning services bring every part of your financial life into one coordinated strategy. We help you clarify your goals, evaluate your current position, and develop...

Investment Management

Our Investment Management services are designed to help you make informed financial decisions at every stage of life. Whether you are preparing for retirement, navigating a major life change, managing inherited...

Retirement Planning

Our Retirement Planning services help you prepare for the shift from earning income to generating a reliable retirement cash flow. We build personalized retirement strategies that align your savings...

Tax Planning

Tax Planning at Leeward Wealth Management focuses on helping you keep more of what you earn through proactive, coordinated financial strategies. Rather than reacting at tax time, we build...

Estate Planning

Estate Planning coordination at Leeward Wealth Management helps ensure your assets are structured and aligned with your wishes. While we do not draft legal documents, we work closely with your...

Insurance/Annuities

Insurance and annuity planning play an important role in protecting your financial foundation and supporting income stability. At Leeward Wealth Management, we evaluate coverage needs and product...

College Planning

College Planning at Leeward Wealth Management helps families prepare for education expenses with smart savings and funding strategies. We help you balance college goals with retirement and other financial priorities...

Divorce Financial Planning

Divorce can be really complicated, whether you were the “money” person in the relationship or not. But if you were not, it can be even harder! Divorce Financial Planning is a great way to find clarity in the chaos. With my help, we will identify...

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WE PUT OUR CLIENTS FIRST

You, your family, and your financial goals are unique. Navigating important life and financial decisions can be challenging, but you don’t have to do it alone. We’re here to guide you every step of the way and help make the process easier with thoughtful planning and trusted advice.

News & Resources

Explore a wide range of insights, expert strategies, and practical guidance designed to help you navigate life’s financial transitions, make informed decisions, and build a secure, confident future at every stage of life.

Move Forward With Clarity and Confidence

If you’re ready to start a conversation—or simply want a place to ask questions—we invite you to connect with us and take the first step toward clarity and confidence.

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Colorado Office:

2580 E Harmony Road, Suite 201

Fort Collins, CO 80528

*By appointment only

Support@LeewardWealth.com

1-800-547-1263 ex. 103

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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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