About Leading Edge Wealth Management

Your Partner for a Confident Retirement Journey

A Personal Welcome from Alka Oberoi

“My name is Alka Oberoi, AIF®, CRPC®, NSSA®, IRMAACP, and I am the Founder of Leading Edge Wealth Management, LLC. I am passionate about helping people make thoughtful financial decisions for themselves and their families. Retirement is one of the biggest financial decisions one makes in one's lifetime, and I am here to help make your retirement journey smooth.”

Our Focus: Your Retirement Security & Peace of Mind

At Leading Edge Wealth Management, we specialize in one thing: helping pre-retirees and retirees achieve a financially secure and fulfilling retirement.

We understand the unique challenges and anxieties you face as you approach or navigate this important life stage. Concerns about outliving your savings, generating reliable income, and minimizing your tax burden are real.

Our commitment is to provide the clarity, guidance, and personalized strategies you need to overcome these concerns and achieve peace of mind.

The Leading Edge Difference: Independent, Unbiased, Personalized

The Leading Edge Difference: Independent, Unbiased, Personalized We believe that a successful retirement hinges on a robust income plan and a proactive tax strategy, tailored specifically to you.

"Think of big financial companies like utility providers; they offer essential core products like ETFs, Mutual Funds, Annuities, and Insurance. However, this can sometimes mean a lack of flexibility and personalization. As an Independent Fiduciary company, Leading Edge Wealth Management is committed to providing the most relevant solutions from these providers. We research and extract the best ideas and resources to match your unique needs. We don’t try to fit a square peg into a round hole – we understand that every situation is unique and ensure your solutions are relevant to you."

Our approach is designed to

Create Sustainable Income Streams

We help you develop a personalized withdrawal strategy that maximizes your income while minimizing risk, ensuring your savings last.

Optimize Social Security

We guide you through the complexities of Social Security, helping you make informed claiming decisions to maximize your lifetime benefits.

Minimize Your Tax Burden

We proactively plan for Required Minimum Distributions (RMDs) and other tax implications, helping you keep more of your hard-earned money.

Protect Your Assets

We help you navigate investment management with strategies suited for your retirement years.

Meet Alka Oberoi: Your Dedicated Retirement Income Specialist

Beyond her passion for helping clients, Alka Oberoi brings a wealth of experience to Leading Edge Wealth Management. Before establishing the firm, Alka spent over a decade as a financial advisor at Ameriprise Financial, where she earned numerous accolades, including the President's Recognition Award and Circle of Success Qualifier. This experience honed her skills in comprehensive financial planning, investment management, and client service, providing a solid foundation for her commitment to personalized retirement income planning. Alka is deeply involved in developing retirement strategies for every client, ensuring a truly personalized touch.

Alka’s Credentials - Expertise You Can Trust

AIF® (Accredited Investment Fiduciary™): Demonstrates Alka's commitment to upholding the highest ethical standards and acting in your best interests.

CRPC® (Chartered Retirement Planning Counselor™): Highlights Alka's specialized expertise in retirement planning strategies and her dedication to helping you achieve a secure retirement.

NSSA® (National Social Security Advisor): Shows Alka has acquired the expertise to help clients navigate complexities and implement valuable strategies to maximize Social Security income.

IRMAA Certified Planner: Indicates Alka possesses specialized knowledge to help you proactively plan your income strategy, potentially minimizing costly Medicare Part B and Part D surcharges.

Our Fiduciary Commitment: Your Interests Always First

As a fiduciary advisor, Leading Edge Wealth Management is legally and ethically obligated to act in your best interests. This means we always put your needs first, providing unbiased, independent advice and transparent recommendations. This commitment is essential for building trust and ensuring your long-term financial well-being. We prioritize transparency in all our interactions.

Let's Start Your Retirement Journey

If you want unbiased and independent advice from a firm committed to matching your needs with the best financial strategies, we invite you to connect with Leading Edge Wealth Management. Let's discuss your goals, answer your questions, and see if we’re a good fit to help make your retirement journey smooth and secure.