Leading Edge Wealth Advisors

We are Leading Edge Advisors, LLC, a firm dedicated to helping individuals, families, and business professionals achieve their financial goals and create a secure financial future. Our team of experienced professionals is committed to providing personalized service, expert advice, and customized solutions to meet the unique needs of each client.

Our Mission

Our mission is to be the trusted resource, providing independent advice tailored to meet the unique needs of each of our clients and their families. We are dedicated to helping individuals, families, and business professionals gain a clear understanding of their financial motivations to create an enduring financial plan.

Our Services

We pride ourselves on our attention to detail and the individual care we provide to each client. Our unique approach enables us to help you clarify your goals and identify the strategies that will help you achieve them and keep you accountable to your plan. Our comprehensive services include:

• Financial Planning: We work closely with you to understand your financial goals, risk tolerance, and time horizon to create a personalized financial plan.
• Retirement & Social Security Planning: We help you optimize your retirement income and Social Security benefits to ensure a secure financial future.
• Investment Management: Our experienced team manages your investment portfolio, taking into account your risk tolerance, time horizon, and financial goals.
• 401k Clients: We specialize in managing your employer-sponsored retirement plans, helping you achieve your long-term financial goals.

Our Team

Our team is comprised of experienced professionals with diverse backgrounds in finance, accounting, and business. We believe that our unique experiences and strengths enable us to provide a comprehensive perspective on your financial situation.

• Spencer Nea, AIF, C(k)P: As a founding member of Leading Edge Wealth Advisors, Spencer specializes in providing clients with expert retirement planning and wealth management advice.
• James Denora, CPA, CFP: Jim specializes in providing clients with comprehensive advice by helping to educate them and by evaluating their financial situation on an ongoing basis.
• Shar Gogerdchi, CFP: Shar helps individual clients and small business owners achieve their financial goals, providing customized client solutions.

Our Community

We believe in enriching the communities where we live, work, and play. Through the combination of our firm initiatives and locally-driven programs, we provide the opportunity to help each other thrive. We strive to build strong relationships with our clients, understanding that financial success is not just about achieving one's goals, but also about the positive impact we can have on the world around us.

Our Vision

We envision a future where individuals, families, and business professionals have a clear understanding of their financial situation and the means to achieve their goals. We strive to provide exceptional service, build trust, and establish long-term relationships with our clients. Our ultimate goal is to become the trusted advisors of choice, the first people our clients turn to when their lives change.