What Leading Edge Wealth Management Has to Offer You

Leading Edge Wealth Management

Unbiased Advice

Through our affiliation with Fidelity, we are backed by one of the largest independent custodians and its in-house research team. As one of the leading independent firms, Fidelity does not enforce proprietary products, investment banking business, or any other conflicts that can get in the way of providing independent, objective, and unbiased investment research. Leading Edge Wealth Management thoroughly analyzes product research, and only selects investments that are best suited for clients’ needs.

Independence

We are independent financial advisers. Leading Edge Wealth Management has no hidden agendas or conflicts of interest. We don’t receive commissions from the sale of any particular financial product, so we can truly put our clients’ interests first.

Knowledge and Expertise

Company President Alka Oberoi holds various professional designations and degrees in the financial planning field including:

She graduated with a BA in Business Administration from National Louis University in Chicago Illinois and holds a BA with Honors in Political Science from Delhi University in New Delhi, India.

Learn about our financial advisory services:
Wealth Management
Personal Financial Planning
Business Financial Planning
Estate Planning
Investment, Insurance, and Annuity Analysis
Divorce Financial Planning
Social Security Planning