Leeward Wealth Management – Leslie A Valant, AAMS – Financial Advisor of Key West

Leeward Wealth Management - Leslie A Valant, AAMS - Financial Advisor of Key West is a wealth management firm in Key West, FL. The practice offers retirement planning, tax planning, financial planning, estate planning, risk management, insurance and annuities, and divorce financial planning. Leslie A Valant, AAMS, CDFA, serves clients in Big Pine Key, Key West, FL, Fort Collins, CO, and Murrieta, CA. The firm specializes in helping individuals develop sound retirement strategies and provides personalized, hands-on service.

The firm focuses on helping clients take care of themselves and their families by identifying dreams, goals, and risk tolerance to create custom-tailored plans. Their approach involves educating clients about financial concepts and products to demystify investing, insurance, estate conservation, and preserving wealth. They address critical issues such as outliving money, managing debt, and saving for college. The team takes a proactive approach to monitor progress and make adjustments as necessary, communicating with clients at every step.

The team includes Danielle Jones, CFP®, Financial Planner, and Kimberly Surber, CFP, CDFA, alongside Leslie A Valant, AAMS, CDFA. Leslie A Valant is based at 3144 Northside Drive Suite 201 in Key West, FL, and is available by appointment. Contact information includes the phone number 800-547-1263 and the email address [email protected]. The firm invites clients to get a free assessment to discuss their financial future.

Leeward Wealth Management provides tailored financial strategies to help Key West residents secure their long-term financial well-being.

The firm is located on Northside Drive in Key West, Florida, just a short distance from the Clayton Sterling Baseball Complex and Kennedy Drive.

BizScoreAI gives the business a Performance score of 87 out of 100, which reflects fast website loading that keeps visitors engaged and helps search rankings. The Discoverability score is 75 out of 100, meaning AI crawlers can access all pages so the business is found before being recommended by AI assistants.