James J.  Denora, CPA, CFP
Leading Edge Wealth Advisors, LLC

Tel: (443) 433-4290
2007 Tidewater Colony Drive, Suite 2B
Annapolis, MD 21401
Leading Edge Wealth Advisors, LLC | Financial Advisor in Annapolis ,MD

About Leading Edge Wealth Advisors, LLC

We are financial planning and investment money management firm located in Annapolis, MD. We have a unique process called You, Inc. which focuses on You and Your Family treating your finances like you are a business. In addition to this, we focus on managing your money with your goals and objectives in mind. Our Mission is to give you the opportunity to do what you want to do without worrying how much it costs. At Leading Edge Wealth Advisors, LLC we promise to: 1. Provide and communicate a clear understanding of your needs based on your goals and objectives. 2. Hold you accountable to your financial actions (or in-actions) 3. Take the emotions out of the investment process. 4. Be there for your family should something happen to you. 5. Have a disciplined investment process


General Information

Firm Start Year:   2013
No.of Employees:   2-4
Name of Broker/Dealer:   Cambridge Investment Research Inc.
Name of Custodial Firm:   Charles Schwab, Inc.
Number of Years with Current Firm:   5
Work Experience:   We've been in the financial services industry
since April 1999.
I work with the following types of clients:   Businesses , Non-Profit Organizations , Individual Investors


Services

Investment Types:   Exchange Traded Funds (ETFs) , Insurance , Stocks , Bonds , Mutual Funds , Socially Responsible Investments (SRI)
I can meet clients in the following ways:   At your office , Via email , Via phone , At your home , Video Conference , At my office


Firm Information

Firm's Number of Clients:   135
Firm's Number of Managed Clients:   135
Assets Managed by Firm:   $110,000,000
Advisor's Number of Clients:   135
Advisor's Number of Managed Clients:   135
Assets Managed by Advisor:   $110,000,000


Compensation and Fees

Minimum Portfolio Size for New Managed Accounts:   $100,000



Disclaimer

Registered Representative, Securities offered through Cambridge Investment Research, Inc. a broker/dealer, member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc. a Registered Investment Advisor. Cambridge and Leading Edge Wealth Advisors are not affiliated.

James J.  Denora, CPA, CFP

James J.  Denora, CPA, CFP


A founding member of Leading Edge Wealth Advisors, Jim Denora specializes in providing clients with financial planning and wealth management expertise. He assists his clients by helping to educate them and evaluating their financial situation in a comprehensive manner. He focuses on all facets of their financial picture including investments, insurance, taxes, and retirement and estate planning.

He utilizes his corporate finance background to treat each family finances as he would a business. Jim is passionate about guiding people toward financial security and helping them make important decisions that will benefit their future.

Prior to establishing Leading Edge Wealth Advisors, Jim was a founding partner in Severn Financial Group. He began his financial services career with Northwestern Mutual Financial Network in 2002. He also has held senior-level corporate financial positions at several Washington, DC-area companies and spent over eight year in public accounting. He is a graduate of St. Francis College in Loretto, PA and later earned a Master of Business Administration degree from George Mason University in Fairfax, VA. In addition he is a Certified Public Accountant and a CERTIFIED FINANCIAL PLANNERTM professional.

My Team


Spencer Neal

Spencer Neal


AIF

Spencer is a graduate of Clemson University and received a Certificate of Financial Planning from Florida Institute of Technology in 2001. In addition, he has earned the Accredited Investment Fiduciary designation. Spencer has received the 2011, 2012 and 2016 Wealth Manager Five Star Award and Baltimore Magazine selected him as a Select Wealth Manager in 2012 and 2016. In addition to his professional affiliations, Spencer is active in many local civic organizations and is currentl ...more

Raelyn McDowell

Raelyn McDowell


Raelyn began her career at Cambridge in 2011. Since that time, she has built extensive experience working with new accounts and account transfers. She attended Indian Hills Community College for Health Information Technology and has completed Cambridge training for Service Excellence. Raelyn plays a key role on the Cambridge Source team by assisting rep advisors with client paperwork and making phone calls. In her free time, Raelyn ejoys spending time with her husband and daughter. S ...more

Communities Served

MD DE
DC VA
PA

Office Hours

wiseradvisor-balck-li-img Mon. 8:30 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 8:30 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 8:30 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 8:30 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 8:30 AM - 5:00 PM