Wealth Management Services | Leading Edge Wealth Mgmt.

Comprehensive Wealth Management to Help You Reach Your Goals

Personal Financial Planning

We start by listening to your concerns and discussing your needs and goals. Based on your unique situation including your savings, timeline, and income needs, we build and present a personalized financial plan that will help you reach your most important long-term financial milestones.

Investment & Risk Management

We prioritize low-cost institutional shares to maximize your returns, and typically recommend structured notes to help diversify your portfolio, instead of bonds which have seen losses in recent years. Our strategies are designed for long-term growth while managing risk according to your comfort level.

Tax-Efficient Retirement Income & Distribution Planning

We help you implement the most tax-efficient retirement income strategies to maximize your income and minimize your tax liabilities. Based on your unique situation, we can help you take advantage of multiple income sources, such as retirement plan distributions, Social Security, annuities, and pensions, so you can keep more money for the retirement you desire.

Social Security Maximization Strategies

Determining the most advantageous time to begin claiming Social Security benefits can significantly enhance your retirement income. By strategically coordinating your Social Security benefits with other retirement income sources, we can develop a comprehensive plan that optimizes your income and minimizes tax liabilities.

Medicare & IRMAA Planning

Medicare premiums are means tested, and can increase sharply due to the Income-Related Monthly Adjustment Amount (IRMAA). Managing your modified adjusted gross income (MAGI) is essential to keeping your Medicare premiums low. As IRMAA Certified Planners, we can analyze your potential retirement income sources to help minimize your taxable income and Medicare premiums.

Try Our Roth Conversion Calculator

One of you most important retirement decisions is whether you should convert a tax-deferred IRA to a Roth. Find out how it if makes financial sense for you!

Effective wealth management starts with understanding your unique financial goals and risk tolerance. We’ll create a personalized plan that aligns your investments with your needs, whether it’s saving for retirement, leaving a legacy, or something else entirely.

We’ll monitor your progress and adjust your plan as life changes and markets shift, keeping you informed every step of the way.

Our focus is on building and preserving your wealth over the long term through diversified investments and tax-efficient strategies.

As you approach retirement, we’ll shift our focus to generating sustainable income to support your lifestyle. This involves careful planning of distributions, Social Security benefits, and other strategies to minimize liabilities and safeguard your wealth. We’ll also help you manage risks like inflation, market volatility, and longevity.

Our comprehensive services address your entire financial situation, and we’re happy to collaborate with other specialists to ensure you’re covered.

As a fiduciary advisor, we’re legally obligated to act in your best interests at all times. We’ll provide objective advice, transparent fees, and personalized attention.

If you’re looking for a trusted financial partner, we invite you to schedule a complimentary consultation. We’ll get to know you, understand your needs, and develop a customized plan that’s right for you.

Do you wonder how risky your investments are?

Find out by using our Investment Risk Quick Score App!

Our Credentials

National Social Security Advisors can help clients navigate complexities and implement valuable strategies to maximize Social Security income.

Accredited Investment Fiduciaries™ (AIF®) maintain a commitment to upholding the highest ethical standards and are obligated to always act in your best interest when providing investment advice.

A Chartered Retirement Planning Counselor™ can help you identify your most important retirement goals and create a comprehensive plan for attaining them.

An IRMAA Certified Planner can help you proactively plan your income strategy, potentially minimizing costly Medicare Part B and Part D surcharges throughout your retirement.

Wealth Management