Office One

30410 Sea Grape Terrace, Suite 4

Big Pine Key, FL 33043

Office Two

27450 Ynez

Suite 306

Temecula, CA 92591

Meet The Team

At our firm, we have the client—and only the client—in mind.

Our reasons for becoming financial professionals are deeply personal.  We repeatedly have seen many friends and family struggling to find the help they needed to map out their financial future. 

We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future.

After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives.   

We are in this together every step of the way.  We are committed to help you have the future you envision.

At our firm, we have the client—and only the client—in mind.

We invite you to discover and experience the power of our services.  

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up.   

It sounds odd, but we strive to make financial planning fun and exciting by really helping you, our client, see your life’s vision, and all that you want to achieve, and then together, creating the strategies to make it happen.

We take a proactive approach, using the most efficient methods available, to monitor progress and make adjustments as necessary, communicating with you ever step of the way.  

And, if your goals change, or circumstances change, we re-evaluate.  Our mission is to ensure you feel comfortable and in control.

Kimberly Surber

Kimberly Surber

Wealth Advisor - Leeward Wealth West

(907) 347-3860

(800) 547-1263

Leslie Valant

Leslie Valant

Wealth Advisor - Leeward Wealth East

(305) 304-4110

(800) 547-1263

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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