An elevated advisory experience
At Leeward Financial Group, we believe that financial advisory services should be shaped by the unique needs of each client we serve, from individuals to families to high-caliber institutions. Our personal approach and robust capabilities enable us to create customized investment solutions and deliver a quality standard of service with every investment solution we present. Whether managing your personal wealth or elevating your business to the next level, our team remains focused on the strategic thinking and opportunities that will help drive you toward success.
Exciting News!
We are thrilled to announce that Financial Advisor, RJFS and CEO of Leeward Financial Group, John Piotrowski, has been recognized as one of AdvisorHub’s “Advisors to Watch: Next Gen”!
Johns dedication to his clients and relentless hard work for Leeward Financial Group have set a benchmark in the industry.
Congratulations, John, on this well-deserved recognition! We are incredibly proud to have you leading our team and inspiring us every day.
To read the full list of the advisors in this category, visit www.advisorhub.com/advisors-to-watch-next-gen-2024/.
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The 2024 AdvisorHub 100 Next Gen Advisors to Watch ranking is based on an algorithm of criteria, focused on three key areas: Scope of practice as measured by assets, production and level of service, Year-Over-Year Growth, and Professionalism & Character. The rankings weigh the scores in Scope of Practice and Growth more heavily than other areas. Time period upon which the rating is based is from 12/31/2022 – 12/31/2023 and was released on 6/20/2024. Advisors considered have a minimum of seven years’ experience, a clean regulatory record with 2 or fewer complaints and no significant judgements, must have been with their current firm for at least two years and in good standing, and have at least $100 million in assets under management. Out of 1,816 total nominations received, 100 advisors received the award. This ranking is not based in any way on the individual's abilities in regard to providing investment advice or management. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with AdvisorHub.
WATCH OUR VIDEO ABOUT CHOOSING RAYMOND JAMES
Our business has always been about personalized wealth management designed to help you pursue your goals – and that will never change. That’s why we’re pleased to announce our advisors' affiliation with Raymond James. It gives us the independence, autonomy and support to help you take the pursuit of your objectives to the next level.
Dynamic thinking makes a difference
We haven’t helped our clients succeed in the management of their financial affairs by espousing general advice. In fact, we consider ourselves architects of your financial life, personally consulting with you prior to employing hand-selected strategies with the intent of meeting your financial goals. Best-fit investment ideas come from collaboration and truly knowing our clients – and that’s what you’ll find here.
