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Monday 8am - 5pm Tuesday 8am - 5pm Wednesday 8am - 6pm Thursday 8am - 6pm Friday 8am - 6pm

Leeward Wealth Management

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United States
Fort Collins, CO
Leeward Wealth Management

We are an independent financial planning firm offering investment management and comprehensive finan Then together, we can put a custom-tailored plan together.

Our First Priority Is Helping You Take Care Of Yourself And Your Family
We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Our goals are your goals
Everybody's financial situation is different. Our work together centers around what is important to you and how we can help you most efficiently achieve your goals. Then we can

build customized strategies that are uniquely created for you. Where do you want your financial roadmap to take you? Whether it is formal or informal financial planning, we want to be your partner that helps you to achieve your financial freedom! Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC
www.finra.org and www.sipc.org
Advisory services offered through J.W. Cole Advisors, Inc. (JWCA)
J.W. and Leeward Wealth Management are unaffiliated entities.

05/26/2026

This Memorial Day, we pause to remember and honor the brave men And women who made the ultimate sacrifice for our country.

Their courage, service, and sacrifice will never be forgotten.

Today, we honor their Legacy and express gratitude to the families who carry their memory forward.

Wishing Everyone A Safe And Meaningful Memorial Day.

– Leeward Wealth Management

05/22/2026

Congratulations to the graduates!

Graduation is a huge accomplishment and the start of an exciting new chapter.

As you take your next steps, the habits you build early around saving, budgeting, and planning can help create a strong foundation for the future.

Wishing you success, confidence, and excitement in the journey ahead!

Go to www.leewardwealthmanagement.com/appointment to schedule a call with Kim and see how smart planning today can help build a stronger financial future tomorrow.

05/18/2026

Nothing brings people together like good food and great company.

In honor of National BBQ Day, we want to know:

What’s Your BBQ Must-Have?
🍔 Burgers
🍖 Ribs
🔥 Brisket
🌭 Hot Dogs
🥗 Sides
🌽 Something Else?

Tell Us Your Favorite In The Comments!

Happy National BBQ Day From Leeward Wealth Management!

Go to www.leewardwealthmanagement.com/appointment to schedule a call with Kim!

04/22/2026

Earth Day is a reminder that long-term thinking matters.

The same applies to your finances.

Sustainable growth whether in the environment or your portfolio comes from consistent and intentional decisions over time.

Small steps today can create meaningful impact in the future!

Go to www.leewardwealthmanagement.com/appointment to schedule a call with Kim and learn how thoughtful financial planning today can help support long-term growth tomorrow!

04/15/2026

Tax season isn’t just about filing, it’s about learning:
• What worked this year?
• What didn’t?
• What can be improved?

Small adjustments now can lead to:
• Lower tax burdens
• Better cash flow
• Stronger long-term planning

The best financial plans aren’t reactive, they’re intentional.

Go to www.leewardwealthmanagement.com/appointment to schedule a call with Kim to see how you can pay less in taxes and keep more of your hard earned money!!

04/01/2026

April Fools!

We all wish taxes were optional this year.

As nice as it would be, taxes aren’t going anywhere. But getting organized now can make the process a lot smoother and a lot less stressful down the road.

Go to www.leewardwealthmanagement.com/appointment to schedule a call with Kim to see how you can pay less in taxes and keep more of your hard earned money!!

03/20/2026

Longer days. More light. A new season.

The Spring Equinox is a reminder that growth requires attention.

It might be time to:
• Review your goals
• Rebalance your portfolio
• Revisit contributions
• Reset long-term plans

Small adjustments now can create meaningful growth later.

Ready for a financial spring cleaning?

03/17/2026

If your financial plan is “hope the market behaves”…
We need to talk.
Luck is great for finding four-leaf clovers.
Retirement planning? Not so much.
This St. Patrick’s Day, make sure your future is built on strategy, not superstition.

03/09/2026

Today, we celebrate International Women’s Day, a day recognizing the achievements, resilience, and contributions of women in every industry and every stage of life.

In the world of finance, women continue to make powerful strides as investors, entrepreneurs, and business leaders. Financial independence and confidence are key pillars of empowerment, and we are proud to support women in building secure and meaningful futures.

We honor the women who lead businesses, raise families, mentor others, and make thoughtful financial decisions every day. Your strength, dedication, and vision shape not only your own future, but generations to come!

Today and every day, we remain committed to helping women feel informed, confident, and in control of their financial journey.

Happy International Women’s Day 💜

12/25/2025

🎄 Merry Christmas! As we reflect on this year, we’re grateful for our amazing clients and community. Here’s to a joyful holiday season and exciting possibilities in the year ahead.

Address

301 Boardwalk Drive #271339
Fort Collins, CO
80527

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 6pm
Thursday	8am - 6pm
Friday	8am - 6pm

Telephone

+18005471263

Website

https://www.leewardwealthmanagement.com/

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