Independent Fee-Based Financial Planners In Chicago,  IL

About Leading Edge Wealth Management

Who We Are

We are fee-based independent financial advisors, meaning we work for our clients, not for commissions for the sale of financial products. That means that we can provide truly unbiased financial planning and wealth management advice.

We work with high net worth clients and focus on the preservation of wealth, investment growth, and maintaining income during retirement years. We provide our clients with ongoing advice and support, periodic face-to-face service meetings, portfolio rebalancing, and asset allocation analysis. Leading Edge Wealth Management will strive to exceed your expectations and help you realize a new standard for your financial future.

Our Mission Statement

"The mission of Leading Edge Wealth Management is to provide each of our clients with sound unbiased advice, excellent service, and unsurpassed products while acting in their best interest at all times."

Our Goals

At Leading Edge Wealth Management, we work to benefit and enrich the lives of our clients by upholding our high standard of care. We strive to be a nationally recognized, highly ranked independent financial services firm offering our clients unparalleled financial advice, first-class service, and an open-architecture investment platform for a competitive price.

In an industry that has been tarnished by mistrust and deceit, we are confident you will appreciate working with independent certified financial planners and professional staff that will truly put your best interests first.

Learn about our wealth management services.