Relationships built on Trust, Transparency, and Integrity


Why Silverleafe?

Experienced

Independent

Unique

The team at Silverleafe has over 60 years of experience in the financial industry and has earned the highest designations in their fields including CIMA®, CFA®, and CFP®.

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 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.

OUR

SERVICES

Investment Management
Comprehensive Financial Planning
Family Office
Investment Management

our

team

William D. Patterson, CIMA®

Founder
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John B. Russell, CFA®

Managing Partner / Director of Investments
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J. Mason Cousins, CFP®

Director of Client Planning & Operations
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Broc P. Kreitz, CFP®

Senior Investment Advisor
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