Leading Edge Wealth Management, LLC of Rolling Meadows
Contact Information
-
Address
4.9Financial planner · · 1600 Golf Rd #1200, Rolling Meadows, IL, 60008 -
Phone
(847) 387-5555 -
Website
leadingedgewealthmanagement.com
Location
About Leading Edge Wealth Management, LLC of Rolling Meadows
Leading Edge Wealth Management, LLC of Rolling Meadows is a financial planner in Rolling Meadows, Illinois. Serving pre-retirees and retirees, the firm specializes in retirement income planning, investment portfolios, and risk management. Their services include Social Security and IRMAA planning, proactive tax strategies, and legacy and asset protection. The firm maintains a 4.90 rating.
Founded by Alka Oberoi, the firm operates as an independent fiduciary company. The team provides comprehensive wealth management services designed to turn savings into a reliable paycheck through structured, risk-managed portfolios. Their approach focuses on coordinating estate plans and utilizing alternative investments to manage volatility and create growth. The firm's professionals hold several specialized credentials, including Accredited Investment Fiduciaries, National Social Security Advisors, Chartered Retirement Planning Counselors, and IRMAA Certified Planners.
The office is located on Golf Road, a short drive from the Jane Addams Memorial Tollway and near the Kingsbridge Arboretum nature preserve.
The firm is recognized for its commitment to acting in the best interest of clients through its fiduciary standards. Their expertise in navigating the complexities of Social Security, Medicare surcharges, and proactive tax reduction helps clients achieve long-term financial security.
Leading Edge Wealth Management, LLC of Rolling Meadows provides the specialized guidance and personalized strategies necessary for a confident retirement journey in the Rolling Meadows area.
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