Welcome to Leading Edge Wealth Management

Ensure your money lasts throught retirement

A fiduciary financial advisor who can help you:

Our Credentials

Retirement Income Planning Specialists

Leading Edge Wealth Management empowers clients to take control of their financial future.

As a fiduciary advisor, we are committed to providing unbiased guidance and building a personalized plan to help you generate sustainable income throughout your retirement. Let us help you navigate Social Security and Medicare, optimize your investments, and minimize your taxes, to create the fulfilling retirement you envision.

Our Why: Protecting Your Future, Securing Your Retirement

Many individuals who have diligently accumulated wealth fail to make crucial adjustments as they near retirement, leaving them vulnerable to market downturns and unexpected tax burdens.

Our commitment is to ensure our clients don't suffer the same fate. A large portfolio alone isn't enough. It's about strategically transitioning investments to safer, income-generating assets, protecting savings from market volatility. It's about proactively planning for RMDs to avoid unwelcome tax surprises, and creating a holistic retirement income strategy that integrates Social Security, healthcare planning, and personal savings.

We believe everyone deserves a retirement free from financial worries. We empower our clients with the knowledge, tools, and personalized guidance to navigate the complexities of retirement planning with confidence. Your peace of mind is our ultimate purpose, and we are committed to being your trusted partner every step of the way.

Your Hub for Your Financial Success

Wealth Management Services 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.

Based Near Chicago, Serving Clients Across the Country

Our home base is Rolling Meadows, IL, in the Chicago suburbs, but we work with clients all over the country. Whether you'd like to meet face-to-face in our office or connect virtually through Zoom, we're happy to accommodate your preferences. We use technology to make communication seamless, so you always feel connected and supported.

Here at Leading Edge Wealth Management, we believe in being there for our clients. If you're looking for a financial advisor who is truly accessible and prioritizes your needs, we'd love to talk.

Ready to explore if we're a good match?

Trusted by Many

See what our happy clients have to say about our services.

Alka has been wonderful getting us set up for retirement, especially adjusting to my job loss to keep things on track. We would HIGHLY recommend her to anyone looking for guidance on preparing for retirement.

Have been with Alka for many many years. She always takes care of us and for someone like me who does not keep up with the latest she is always on top of things. I feel well positioned to enter into retirement with good financially safe future.

I met Alka through my brother who was a client of hers for twenty years. I was investing without any plan so I entrusted my investments with Alka and she created a plan to fit my needs and I was able to sell my business and retire , that was nine years ago and my investments are growing strong and I have complete confidence in Alka.

Alka has been my advisor for many years. I highly recommend her. Besides being my advisor she has become a good friend to me and has taken good care of my finances and is always there to help me make the best decisions for my future.

We have been clients for over 10 years. She has been with us when we got married and had kids. There’s always great communication, and touches base frequently to discuss our current priorities and our future plans as well. Highly recommend.

*These testimonials were given by current clients of Leading Edge Wealth Managment, LLC. The clients were not provided with any compensation for their testimonials. The testimonials are for informational purposes only and not representative of all client experiences.