Quantum Portfolio Analytics

QPA was designed by Nicolas J. McLeod, founder of NJM Wealth Preservation Strategies, a nationwide retirement planning practice licensed in 48 states, and the National Virtual Advisor of the Year in 2022, 2023, and 2024. It was built by an engineering team that spent months learning how the work is actually done before writing a line of code.

The platform covers the four pillars of retirement planning. Retirement income and lifestyle modeling. Tax mitigation, Roth conversion, RMD schedules, IRMAA thresholds, and Social Security timing. Portfolio design through our Five-Bucket allocation framework. Legacy and estate planning. Thorough projections report full percentile ranges rather than a single number, and every plan generates a client-ready presentation drawn from the same snapshot as the analysis behind it, so what you present and what you modeled never drift apart.