OUR MISSION

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.

1M+
Trusted Clients
$85B+
Saved for Clients
777k
Trusted Clients
50m
Person Squadron
NPN
#8357833
775+

Trusted clients

$825M

Managed Assets

20+

Years of Experience

21

Team Squadron

NPN

#8357833

Building Trust Through Industry Recognition

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.  

Our Founder

About Nic

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.

Read Nic's Bio

Our Team

Your retirement success squadron

Nicolas J. McLeod
Owner / Operator
Shayda McLeod
Chief Operating Officer
Leslie Husarenko
New Business Specialist
George Bain
Mortgage and Creative Financing Expert
Lisa Martinez
Case Design Advisor
James Jurica
CFP® CLU® CHFC® RICP®
Margaret Rettinghger
Advisor Support Specialist
Mark Jackson
Strategic Relations
Zach Stively
Financial Consultant
Mary Margaret Lankford
Multimedia Specialist

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