Your strategic partner for retirement success
A 21 person team. 775+ clients. $825 million dollars secured.
A 21 person team. 775+ clients. $825 million dollars secured.

Our mission is to serve others with integrity and dedication, fostering trust while acting with a sense of urgency to protect against those who would do harm. We are committed to building a bridge between the needs of our clients and the dependable service, protection, and peace of mind they deserve.
Trusted clients
Managed Assets
Years of Experience
Team Squadron
#8357833
The NJM team have been helping families just like yours make smart, educated financial decisions for over two decades.
Nic McLeod has been recognized with many awards in the financial industry, but he has recently been awarded the National Virtual Advisor of the Year for 2022, 2023 and 2024. Not only is this an exciting achievement, but it's also a sign of the team's dedication to providing the highest in wealth preservation strategies to everyone who needs them by meeting them right where they are.
Nicolas “Nic” J. McLeod founded NJM Wealth Preservation Strategies in 2005 with one goal: to help families secure their future without sacrificing the things that matter most. As a second-generation advisor with 20+ years in the financial industry, Nic saw firsthand the toll that market volatility and poor planning could take on families. He made it his mission to change that by focusing on preserving wealth, not just chasing growth.
Your retirement success squadron
