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, serving individuals and families with personalized financial planning services. The firm specializes in retirement planning, tax planning, estate planning, financial planning, risk management, insurance and annuities, divorce financial planning, and comprehensive wealth management. Clients are guided through tailored strategies designed to meet their unique goals, with a focus on long-term financial well-being and family security. The firm serves clients in Key West, Big Pine Key, Fort Collins, CO, and Murrieta, CA.

The firm emphasizes a client-centered approach, prioritizing trust, education, and long-term relationships. Services are customized to each individual’s life goals, with a focus on clarity and understanding. The team includes Leslie A Valant, a Certified Divorce Financial Analyst and Accredited Asset Management Specialist, and Danielle Jones, a Certified Financial Planner, both committed to empowering clients through transparent, proactive financial guidance. The firm values open communication, ongoing follow-up, and adapting strategies as goals or circumstances evolve.

Located on Northside Drive in Key West, the office sits just a short distance from the Clayton Sterling Baseball Complex and Kennedy Drive, near North Roosevelt Boulevard and The UPS Store. It is also within a quarter-mile of the Florida Keys Aqueduct Authority and the dePoo Medical Building.

Leeward Wealth Management is recognized for its strong reputation in client service and financial education, consistently building trust through personalized attention and expert guidance. The firm is known for its dedication to helping clients achieve financial clarity and peace of mind, particularly during life transitions such as retirement or divorce.

In Key West, the firm stands as a trusted partner in long-term financial planning, helping residents and visitors alike secure their financial future with care and precision.