Helping You Plan Your Wealth

A World Class Retirement, Wealth Preservation, Investment, and Tax Strategy Firm Helping Clients Thrive in Retirement

775+

Trusted clients

$825M+

Managed Assets

20+

Years of Experience

21

Team Members

NPN

#8357833

YOUR TIME IS YOUR BIGGEST ASSET

Our team is here to help you design your dream lifestyle. We'll balance portfolio performance with purpose so that you can build generational wealth while still enjoying your retirement. It's never too late to plan your retirement! 

Services

Explore Our Comprehensive Service Offerings

Retirement Planning

Retirement planning starts with designing your dream life after work. We will help you make sure you're ready for the next chapter of your life through smart budgeting, planning and investing.

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Investing

We'll help you create an investment strategy designed around your timeline and aligned with your goals. Our tailored strategic plans are designed to maximize returns and mitigate risk.

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Tax Planning & Protection

We're experts at navigating the legal framework to help you minimize tax liabilities and manage lifetime tax exposure.

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Why We're Different

We are founded on transparency, built on trust, and driven by results.

Personalized Strategies

We conduct a thorough analysis of your portfolio and design a custom plan we actively manage together to ensure your success into retirement.

Holistic Planning

Our Quantum Process ensures every pillar of your plan works in harmony — Lifestyle Optimization, Personalized Tax Efficiency, Boutique Portfolio Design, & Legacy & Estate Planning.

RMD & Roth Expertise

With over 20 years of experience, we are experts in navigating RMD strategies and Roth IRA moves that could save you $50K+ over time.
Weekly Webinar

Understand Roth IRA's & RMDs

Join industry-leading retirement expert Nic McLeod for an exclusive free webinar and learn how to protect and grow your money. In this 1-hour webinar, you'll learn the keys to portfolio performance and purpose money! 

Join Our Webinar

Start here and learn about how a financial advisor can help you. Free to attend with a $5K exclusive offer included. This is a great place to begin your wealth preservation journey.

Schedule a Call

Now that you've learned a little bit about our process, if you're ready to future-proof your retirement, we're ready to help. Take the next step and schedule a consultation today.

Get Started

We'll conduct a thorough portfolio review and start building an investment strategy that works for you. We'll tailor it to your needs and timelines to help you design your perfect retirement plan.

Our Team

A Team of Wealth Experts

Ready to secure your retirement for generations.

Nicolas J. McLeod
Owner / Operator
Shayda McLeod
Chief Operating Officer
Mary Margaret Lankford
Multimedia Specialist
James Jurica
CFP® CLU® CHFC® RICP®
Margaret Rettinghger
Advisor Support Specialist
Zach Stively
Financial Consultant
Who We've Helped

Real people. Real Experiences.

Case Studies

Real success stories.

Roth Conversion Decision-Making in Retirement

A real case study on how our financial advisory firm helped a family plan for their future and save thousands in taxes.

Planning for Monthly Income & Charitable Giving in Retirement

Planning Tax-Free Funds for the Next Generation

Resources

Our Blog

Resources

FAQs

The world of wealth preservation can be complicated and difficult to understand. We're here to share our expertise!

What is the Quantum Planning Process?

Do I need to take RMDs if I work with you?

Can you help me with Roth IRAs and Roth conversions?

Why should I work with a financial advisor instead of managing my own investments?

Do I need an advisor if I already have investments?

Is there a minimum investment required to work with you?

What information will you need from me?

Get Started with Our Free Webinar

Learn RMD & Roth IRA Strategies with no pressure to commit. Free to attend with a $3K exclusive offer included.