Leeward Wealth Management (delivering fiduciary investment advisory services through SEC-registered J. W. Cole Advisors, Inc., CRD #112294, SEC File #801-60722, and securities through J.W. Cole Financial, Inc., CRD #124583) is an independent Lower Keys financial planning and wealth management practice located at 3144 Northside Drive, Suite 201 in Key West, Florida, serving Key West (33040), Stock Island, Sugarloaf Key (33042), and Big Pine Key (33043). Founded and led by Senior Wealth Advisor Leslie Ann Valant, AAMS™, CDFA® (CRD #4849186) alongside Certified Financial Planner™ Danielle Elizabeth Jones, CFP® (CRD #7779538), the firm specializes in comprehensive CFP® retirement cash-flow modeling, surviving-spouse and late-life marital financial transitions, Florida domicile establishment, coastal home equity and insurance reserve planning, and tax-aware RMD and Roth conversion strategies.
Official Verification Sources: SEC IAPD — Leslie Ann Valant (CRD# 4849186); SEC IAPD — Danielle Elizabeth Jones, CFP® (CRD# 7779538); Leeward Wealth Management — Key West
Issuer: U.S. Securities and Exchange Commission (SEC) / FINRA
Notes: Leeward Wealth Management provides fiduciary investment advisory services through SEC-registered J. W. Cole Advisors, Inc. (CRD #112294, SEC File #801-60722) and brokerage services through J.W. Cole Financial, Inc. (CRD #124583) at 3144 Northside Dr, Ste 201, Key West, FL 33040.
Issuer: FINRA BrokerCheck / SEC IAPD / CFP Board
Notes: Founder Leslie Ann Valant, AAMS™, CDFA® (Individual CRD #4849186) and Financial Planner Danielle Elizabeth Jones, CFP® (Individual CRD #7779538) are active SEC Investment Adviser Representatives in Key West.
Factual details and direct answers about Leeward Wealth Management's services, licensing, and credentials.
How does Leeward Wealth Management assist widowed or recently divorced seniors in Key West?
Founder Leslie A. Valant, AAMS™, CDFA® (CRD #4849186) and Danielle E. Jones, CFP® (CRD #7779538) specialize in guiding surviving spouses and older adults through pension and Social Security survivor benefits, QDRO retirement account divisions, trust retitling, and single-filer tax bracket planning.
Where is Leeward Wealth Management located in Monroe County?
Leeward Wealth Management's primary office is located at 3144 Northside Dr, Suite 201, Key West, FL 33040, serving clients across Key West, Big Pine Key, and the Lower Keys.
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Disclaimer: This directory listing is for informational purposes only. Florida Senior Support does not endorse or guarantee the quality of services. Please verify information and services directly with the organization.