Our portfolio strategies are grounded in data-driven analysis, disciplined risk management, and a commitment to protect your retirement lifestyle from unnecessary volatility.
We prioritize strategic asset allocations and investing strategies tailored to maximize returns and mitigate risks. We provide expertise, discipline, and ongoing monitoring so you can focus on enjoying your life, not worrying about your money.
Investments aligned with your risk tolerance
Strategies designed to minimize tax losses
An actively monitored portfolio backed by a team of experts
No two clients have the same goals, tax exposure, or risk tolerance — so no two plans should look the same. Our proprietary Quantum Planning framework delivers a truly custom plan for every client, every time.
We measure success not just by portfolio returns, but by how effectively your plan supports the life you want to live — now and for generations to come
"Nic helped us build a solid plan for our financial future that provides growth and safety from what may occur across numerous market conditions. We both feel that Nic cares genuinely about doing what is right for us and our future. We have recommended him to family members as well as good friends, which is something that we only do if someone has truly earned our trust."
I can truly say that Nic McLeod looks out for the best interest of his clients. Even when it does not benefit himself monetarily. He continues to apply himself genuinely and passionately towards a safe and prosperous future!”
"Nic McLeod has managed my retirement accounts since 2011. He is an awesome trustworthy man! Knowing I can enjoy my retirement and that his best interest is ensuring my funds are secured within accounts that cannot be affected by this looming financial storm is a blessing. Regardless of the economic aftermath that is happening in our country, I feel at home with Nic. Safety and security is key”
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!
%402x.svg)
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.
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.
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.
Investment Advisory Services offered by James Jurica CFP® CLU® CHFC® RICP® through Wealth Watch Advisors, an SEC Registered Investment Advisor. Wealth Watch Advisors has no affiliation with the presentation represented. Wealth Watch Advisors is not responsible for their views and opinions, and makes no representations or warranties about the accuracy, reliability, completeness or timeliness of the content and does not recommend or endorse any specific information herein. NJM Wealth Preservation Strategies is not affiliated. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed as written or recorded are subject to change at any time without notice and are not intended to be used as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.
The information in this presentation is designed to provide general information on the subjects covered. Pursuant to IRS Circular 230, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that NJM Wealth Preservation Strategies and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney for any legal or tax advice.
Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Wealth Watch Advisors.
Annuity products may not be available in all states. Insurance companies represented by NJM Wealth Preservation Strategies may change interest rates and offerings without notice.
NJM Wealth Preservation Strategies does not provide tax or legal advice. Always consult with a qualified tax and legal advisor. All views expressed by NJM Wealth Preservation Strategies and its members are done so as merely a free opinion, based on such investigations as are deemed reasonable, and are not in any way to be construed as investment or tax advice. All readers are solely responsible for making their own investment decisions, and it is recommended that any views or suggestions contained within this document should be reviewed by a licensed tax or financial advisor prior to implementation. Neither NJM Wealth Preservation Strategies nor its members make any guarantees as to the accuracy of this information, or the financial success of anyone who bases their investment decisions in an effort to implement the suggestions contained within this document. Any references made to “safety” or “guarantees” refer to the insured nature of fixed annuities, along with past performance of said products, but are subject at all times to the solvency and claims-paying ability of the underlying insurance companies where the policies are issued.
.jpg)
.jpg)
%402x.svg){kind=icon}
