Client Advisory Panel

At Leading Edge, we believe that understanding our clients is one of the most important values to help them determine, pursue, and achieve their goals. Without sufficient feedback, we do not know if we are meeting or exceeding our clients’ expectations. This is why we have created the Leading Edge Wealth Advisors, LLC Advisory Board. Our elite and carefully selected board includes twelve prestigious members of the community who consist of three attorneys, three CEO’s of defense contracting companies, CEO of an international recruiting company, CEO of an international internship company, a CEO of a regional home builder, a physician, a retired hotel/restaurant executive and a business consultant. They provide feedback on a variety of subjects such as client expectations and service, firm events, client communications, and other items to improve our clients’ experience with us. Doing this helps our firm provide elite service with the intent to gain elite results.

To learn more about our board, please contact us at sneal@leadingedgewealthadvisors.com.

2007 Tidewater Colony Drive ^#2B
Annapolis, MD 21401
443-333-4665 office
443-837-6605 fax

Email Spencer

Email Jim

Email Shar

Email Angelic

Securities offered through registered representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Leading Edge Wealth Advisors are not affiliated.

This communication is strictly intended for individuals residing in the states of AZ, CA, DC, DE, FL, GA, HI, IN, KS, LA, MA, MD, ME, MI, NC, NJ, NM, NY, OH, PA, SC, TN, VA, WA, WV, and WY. No offers may be made or accepted from any resident outside the specific states referenced.

The information being provided is strictly as a courtesy. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website.

Cambridge’s Form CRS (Customer Relationship Summary)

Leading Edge Wealth Advisors