Welcome to Leading Edge Wealth Advisors
(LEWA)
Your Partner in Financial Success
At Leading Edge Wealth Advisors (LEWA), we provide more than just financial strategies—we offer a trusted partnership for your journey toward financial security and growth. Located in the heart of the Chesapeake Bay area, our team is deeply connected to the local community, and we’re committed to helping both individuals and businesses navigate their financial futures with confidence and clarity.
We understand that building financial success is a process, not a destination. That is why we offer comprehensive services that include financial planning, investment management and 401(k) plans for individuals, families, business owners and their businesses. As your partner, we focus on long-term relationships built on trust, communication, and mutual respect—helping you make informed decisions that will guide you through the changing tides of your financial life.
Our Specialization
Financial Planning: A Personalized Approach to Your Future
Creating a path to financial security requires more than just a financial plan; it requires insight, expertise, and a deep understanding of your goals. At LEWA, we work closely with you to craft a financial strategy that is tailored to your unique aspirations, family needs, and long-term objectives. Whether you’re preparing for retirement, managing debt, or building wealth for future generations, we’ll be by your side every step of the way.
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2007 Tidewater Colony Drive #2B
Annapolis, MD 21401
Investing involves risk of loss. Diversification and asset allocation strategies do not assure profit or protect against loss. Securities offered through registered representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member.
Check the background of your financial professional on FINRA's BrokerCheck.
FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Leading Edge Wealth Advisors are not affiliated.
This communication is strictly intended for individuals residing in the states of AZ, DC, DE, FL, IN, KS, MA, MD, ME, MI, NC, NM, NY, PA, VA, and WA. No offers may be made or accepted from any resident outside the specific states referenced.
The information being provided is strictly as a courtesy. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website.