Nicolas J. McLeod brings the same intensity and precision to wealth preservation that he applies to every aspect of his life, whether mastering a challenging tennis match with his wife or teaching his children their next guitar chord.

As a second-generation Wealth Preservation Specialist, Nic's was immersed in sophisticated financial strategies from an early age, watching his father pioneer what we now recognize as modern wealth preservation beginning in 1982. This four-decade legacy of innovation and client service shaped Nic's approach to helping affluent families navigate complex financial decisions.

Since founding his firm in 2005, Nic has guided nearly 1,000 families nationwide through critical wealth preservation strategies, earning their trust during some of the most volatile economic periods in recent history. His diverse clientele spans industries and income levels, united by their need for sophisticated retirement and tax planning solutions.

With nearly 20 years of active practice, Nic has built his reputation on the foundation that true fiduciary responsibility goes beyond legal obligations, it requires complete transparency and an unwavering commitment to placing client interests first.

“As fiduciaries, our job is to foster a relationship of trust, both legally and ethically. This is what drives us, so that our client and his or her best interests are always first. We then take it to the next level and employ full transparency for both our clients and the multitudes of financial institutions we work with. Many of our clients have become like family and we could not be more thankful for them.”

Reserve your place to learn from one of the nation's most trusted wealth preservation specialists.