PRIVATE WEALTH STEWARDSHIP, BUILT ON TRUST

Independent Wealth Advisory for Families and Founders

Silverleafe Capital Partners provides tailored investment management, financial planning, and family office services—free from institutional conflicts and designed around lasting relationships.

OUR FIRM

Silverleafe Capital Partners serves a select group of families, entrepreneurs, and multi-generation wealth creators seeking alignment, transparency, and trust.

With more than a century of combined experience in the financial industry, our team features professionals who have attained the industry’s highest designations, including Certified Financial Planner (CFP®) and Chartered Financial Analyst (CFA®).

We are not affiliated with any broker dealer, accept no outside compensation, and consistently operate under the highest fiduciary standard. Every strategy we design begins and ends with our clients’ best interests in mind.

Years combined expertise

Independent fiduciary

Years as an independent advisory firm

CLIENT TESTIMONIAL

“When we sold our family business, we needed guidance we could trust. Silverleafe handled everything from reinvesting the proceeds to helping us plan for future generations.”

“We’ve worked with Silverleafe for over a decade. They understand our family’s unique needs and have been instrumental in helping us preserve and grow our wealth across generations.”

“They understand my mindset and what it’s like to build something from the ground up and look to protect it. Their advice is grounded, never rushed, and always honest.”

TALK TO OUR TEAM

OUR EXPERTISE

Tailored Wealth Solutions for Every Stage of Your Journey

We provide a comprehensive suite of services designed for families, founders, and institutions seeking clarity, alignment, and lasting success.
From active investment management to multi‑generational planning, our independent fiduciary guidance ensures your strategy is built entirely around your goals.

Investment Management

Active portfolio design and management tailored to your goals, risk tolerance, and time horizon — free from institutional conflicts.

Comprehensive Financial Planning

Coordinated strategies for retirement, estate, tax, and liquidity planning, aligning all aspects of your financial life.

Family Office Services

Concierge‑level support for multi‑generational wealth: governance, reporting, and strategic coordination with your trusted advisors.

Why partner with Silverleafe?

We are not affiliated with any broker dealer, nor do we accept commission compensation or third party remuneration. Silverleafe Capital Partners, LLC works solely for our clients. We also have fewer, more substantial relationships creating a low client-to-advisor ratio which allows us to dedicate our time to understanding the needs and expectations of each client. The team at Silverleafe has over 100+ years of experience in the financial industry and has earned the highest designations in their fields including CFA® and CFP®.

Industry & Real World Experience

It’s not just our team’s financial planning and investment expertise—it’s our founder’s real-world experience as an entrepreneur. He has bought, built, and sold successful businesses across diverse industries. These ventures taught our team how to navigate risk, seize opportunities, and understand the challenges wealth creators face.

Independent & Transparent

We are not affiliated with any broker dealer, nor do we accept commission compensation or third-party remuneration. Silverleafe Capital Partners works solely for our clients. We deliver clear, straightforward reporting and full fee transparency – so you’ll always know exactly how your investments are performing and how we’re compensated, with no hidden costs.

Direct Access

At our firm, clients have direct access to the people making every investment decision. We do not outsource your portfolio to third parties who pile on extra fees – keeping costs low and control in our hands. We also have fewer, more substantial relationships creating a low client-to-advisor ratio which allows us to dedicate our time to understanding the needs and expectations of each client.

Open Architecture

We do not use in-house products or service providers. We maintain an open architecture, allowing access to a wide range of financial solutions designed to add value for our clients.

Family office

We provide integrated views of business holdings, personal investments, liabilities, income, performance, and tax information. This immediate insight proves essential for business owners who need to coordinate investment decisions with operational cash flow requirements and strategic business planning.

Alignment

We sit on the same side of the table as our clients and serve as a fiduciary. Silverleafe’s fiduciary responsibility is legally enforceable, not merely a marketing promise.

TALK TO OUR TEAM

OUR TEAM

Trusted Experts Dedicated to Your Financial Success

Our team combines decades of investment management and financial planning experience with the highest professional credentials, including CFA® and CFP®. United by a fiduciary commitment, we place your goals at the center of everything we do.