Leading Edge Wealth Advisors (LEWA) is a financial advisory firm serving individuals, families, business owners, and organizations in the Chesapeake Bay area. Based in Annapolis, Maryland, the firm presents itself as a long-term partner, emphasizing trust, communication, and personalized guidance to help clients make informed financial decisions. Its services include financial planning, retirement and Social Security planning, investment management, and 401(k) plans for employers.

Financial planning is tailored to clients’ goals and circumstances, with support for preparing for retirement, managing debt, building wealth, and planning for future generations. LEWA also offers resources for 401(k) plan participants and sponsors, alongside educational articles and videos. Clients can access online tools and accounts through services including CIRStatements, Charles Schwab, Pershing/NetXInvestor, and MoneyGuidePro.

The firm’s website invites individuals and businesses to contact its team to discuss their financial needs. Securities are offered through registered representatives of Cambridge Investment Research, Inc., and advisory services through Cambridge Investment Research Advisors, Inc. Investing involves risk, including potential loss