Network·Venture Capital

Private Client Services, LLC

Unclaimed

📍 LOUISVILLE, KY

Venture Capitalhealthcare
www.silverleafwealthadvisory.com

SEC CRD #801-71475

About

Silver Leaf Wealth Advisory Silver Leaf Wealth Advisory Sophisticated Wealth Management …to serve your individual needs LET'S WORK TOGETHER Client Focused We are dedicated to growing your financial well-being. The complexities of the financial world require sophisticated investment solutions and a partner to assist you who is as dedicated to pursuing your specific goals as you are. When it comes to managing your investments, our team can help guide you through today’s challenging financial landscape with professional skill and can do so with comprehensive plans that are designed to align with your specific investment requirements. Our client-focused approach makes the difference between chasing returns versus a personalized experience tailored to you. Financial Products & Services Stay on your path to financial confidence. Expertise Knowledgeably Applied Your important financial affairs should only be left to those with not only proven expertise but also the ability to apply it effectively in pursuit of your goals and objectives. LEARN MORE Resources Vital to Success There are many aspects to investing. We provide a depth of ability and resources to match your needs and help you make the most of each investment opportunity. LEARN MORE Client First Mentality By placing clients first, we take care of their financial well-being through our focus on people, not products. Our straightforward approach to doing business, along with a fundamental belief in doing what’s right, inspire

Key Contact

JP

JOHN P TAYLOR-JONES

CHIEF COMPLIANCE OFFICER

📞 (502) 451-0600

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AUM

$1.4B

Location

LOUISVILLE, KY

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