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.

WATCH OUR VIDEOABOUT 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.

John Piotrowski, CFP^®, APMA™, CRPC™

President, Managing Partner, LFG Financial Advisor, RJFS

Richard P. Holsan

Vice President, LFG Financial Advisor, RJFS

Philip Gribbons, APMA^™, CRPC^™

Vice President, LFG Financial Advisor, RJFS

Doreen Gest

Practice Business Coordinator

Janice Leechalk

Client Services Manager

Tatiana Camacho

Client Service Associate

Marci Griffin

Senior Registered Branch Associate

Robert Margolies

Investment Portfolio Specialist

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.

Visionary strategists aligned with you

With something as important as wealth management, we believe having trusted counsel and tailored guidance is vital to success. We personally deliver knowledge in collaboration with your other selected counterparts that can elevate the management of your financial life.

Success belongs to a class of its own

There’s a difference between extraordinary and extra ordinary. We know you fall in the former category and understand how to serve the needs of those with distinction. Our experienced team aims to help you propel forward with a sophisticated, well-crafted plan.

Impeccable attention to every detail

Attentive is an understatement. With our concierge-level client experience, we pay the utmost attention to you and your needs. We believe it’s this nuanced and proactive approach of handling every aspect of your financial life that sets us apart. Not to mention our steadfast commitment to excellence and dedication to quality.

Pre-Retirees

Helping you and your family prepare for the coming years in retir...

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Business Owners

Unique solutions for business owners and entrepreneurs.

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Retirees

Nurturing wealth so you can live a longer, better life.

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Families & Individuals

A pragmatic approach to wealth management

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Corporate Retirement Plans

Helping you establish and oversee a variety of plans

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Our goals can only be reached through a vehicle of a plan, in which we must fervently believe, and upon which we must vigorously act.

Pablo Picasso