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.


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.

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