Leading Edge Wealth Advisors

Leading Edge Wealth Advisors Our mission is to be the trusted resource, providing independent advice tailored to meet the unique

October is National Financial Planning Month, and it's a great reminder that real financial planning goes far beyond a s...
10/01/2026

October is National Financial Planning Month, and it's a great reminder that real financial planning goes far beyond a single document. At Leading Edge Wealth Advisors, we believe a strong plan should connect every part of your financial life — retirement goals, tax strategy, investments, estate coordination, insurance, and everyday cash flow.

Financial planning isn't a one-time event. It's an ongoing process that helps you adjust, stay confident, and move forward with clarity as life evolves.

If you're ready to build a plan that truly works together, schedule a consultation with LEWA to get started.

As we celebrate National 401(k) Day, we're reminded how powerful a well‑built retirement plan can be for both business o...
09/14/2026

As we celebrate National 401(k) Day, we're reminded how powerful a well‑built retirement plan can be for both business owners and employees. A 401(k) provides tax‑advantaged savings, opportunities for employer contributions, and helpful automatic features that make long‑term retirement readiness easier for your team.

The key is designing a plan that fits your business goals and the needs of your workforce. When a 401(k) is tailored thoughtfully, it can strengthen retention, support financial wellness, and create meaningful value for everyone involved.

If you're a business owner ready to explore a small business 401(k) or want to see how the right plan design could support your company, our team at Leading Edge Wealth Advisors is here to help. Reach out to start the conversation.

Today, our team at Leading Edge Wealth Advisors pauses to honor the lives lost on September 11 and the courage shown by ...
09/11/2026

Today, our team at Leading Edge Wealth Advisors pauses to honor the lives lost on September 11 and the courage shown by first responders who ran toward unimaginable danger. We also reflect on the strength and resilience that communities across the country demonstrated in the days and years that followed.

We will never forget the individuals, families, and heroes whose lives were changed forever. Our thoughts remain with all who continue to carry these memories.

Labor Day is a great reminder to slow down and recharge, and our team at Leading Edge Wealth Advisors is doing just that...
09/07/2026

Labor Day is a great reminder to slow down and recharge, and our team at Leading Edge Wealth Advisors is doing just that this weekend. We believe the best financial decisions come from a clear, rested mind—so we’re taking our own advice.

Our office will be closed on Monday, September 7th, and we’ll be back on Tuesday, September 8th feeling refreshed and ready to support our Anne Arundel County community and beyond, with thoughtful financial planning and wealth management.

We hope your long weekend is filled with good food, good company, and a well‑earned break. What’s your favorite way to relax over a long weekend?

Concentrated positions in a single stock or asset can create more risk than many people realize, especially if that posi...
08/25/2026

Concentrated positions in a single stock or asset can create more risk than many people realize, especially if that position has grown over time. This is a good moment to step back and assess how much of your net worth is tied to one holding and whether it still fits your long‑term plan.

Our team at Leading Edge Wealth Advisors helps investors throughout Annapolis and Anne Arundel County evaluate concentration risk, understand potential tax implications, and explore diversification or rebalancing strategies that support long‑term goals.

If you’re not sure whether your portfolio is still aligned with your plan, we’re here to help. Reach out to start the conversation.

Trying to decide between term life and whole life insurance? You're not alone — it's one of the most common questions we...
08/03/2026

Trying to decide between term life and whole life insurance? You're not alone — it's one of the most common questions we hear when clients start exploring their protection options.

Here's a quick way to think about it:

• Term life offers affordable, straightforward coverage for a set period of time.
• Whole life provides lifelong coverage with a cash value component that can grow over time.

The right fit comes down to your goals, budget, and the role you want life insurance to play in your long‑term financial plan.

If you'd like help comparing options or reviewing your existing coverage, our team at Leading Edge Wealth Advisors is here to walk you through it. Give us a call anytime.

Retirement income works best when there’s a healthy balance between enjoying today and protecting tomorrow. At Leading E...
07/28/2026

Retirement income works best when there’s a healthy balance between enjoying today and protecting tomorrow. At Leading Edge Wealth Advisors, our team helps retirees and pre-retirees across Annapolis and Anne Arundel County build strategies that can flex with changing markets and life events.

Swipe through to learn how guardrails and adaptable income plans can help keep your retirement on track.

If you’d like a second opinion on your current plan or want to explore your retirement income options, we’re here to help. Connect with us at leadingedgewealthadvisors.com.

Market volatility and market risk may sound similar, but understanding the difference can help investors stay grounded d...
07/23/2026

Market volatility and market risk may sound similar, but understanding the difference can help investors stay grounded during uncertain markets. At Leading Edge Wealth Advisors, we help our Annapolis-area clients look beyond the headlines so they can make informed decisions that align with their long-term goals.

Swipe through to learn how each factor can influence a portfolio and why clear risk management matters.

If you'd like to review your investment strategy or get a second opinion on your current plan, our team is here to support you. Reach out anytime to start the conversation.

06/02/2026

TDF Funds

04/28/2026

In this video, Spencer from Leading Edge Wealth Advisors breaks down the key risks and emerging trends shaping the S&P 500 Index. He provides clear insights to help you better understand current market dynamics and what they could mean for investors moving forward.

Address

2007 Tidewater Colony Drive , Ste 2B
Annapolis, MD
21401

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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