Gold Leaf Advisory

Ultra High End Financial Solutions provider whose relentless obsession is to curate the most relevant and powerful wealth strategies without regard for where they originate. Meaning we are privately owned and refuse to push any sales agenda of any product or company whatsoever.  

Wealth Specialist John Duncan leads a small army of expert technicians who integrate cutting edge strategy into clients plans to ensure maximal levels of financial freedom and independence from government taxation and regulation. Client's assets are positioned to maximize incentives offered deep within the text of the Tax Code. 

Advisory services offered through J.W. Cole Advisors, Inc. (JWCA)
JWCA and Gold Leaf Advisory are unaffiliated entities.

Founder & Higher Wealth Specialist

Prudential Financial

Learned to help individuals and business owners make informed decisions with regard to their financial lives.  Investments and Insurance planning needs were diagnosed and solutions were developed and implemented.  Specialties included risk management, Life Insurance Planning, Investment Selection and Financial Planning.  Was Awarded "Advisor of the Year" honors and many other awards based on production and consistency of business.

Financial Advisor: Investment Management & Insurance Planning

Tax & Wealth Strategist | Author | Founder

I only work with families with substantial assets who greatly benefit from uncommon financial intelligence and resources.  As a result, a typical client's net worth is usually $10 million or more.

WHAT I DO:

 As a Wealth Specialist, I focus on helping clients avoid landmines and secure opportunities. I have been an innovator in this field for decades.  I bring my Midwest values of honesty, common sense, and appreciation to each client relationship.

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► WHAT MAKES ME DIFFERENT:

Unlike most advisers, I have spent several years researching what ultra wealthy families do different than everyone else.  I wrote two books while on this journey to being a unique authority on the subject.  Now I work everyday with wealthy clients. This kind of unparalleled access gives me the rare and super relevant perspective required to provide meaningful direction at a whole other level.  

My company is fiercely independent.  I'm a collaborator and am always seeking to grow list of powerful solutions providers.  No one has a monopoly on good ideas and in today's complex world, specialist have to focus on one thing to know it backwards and forwards.  
  
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► HOW I HELP PRIVATE CLIENTS:

• Find out what's most important to them 
• Design the Strategy and Action Plan(s) based around What's Important to Them.
• Provide Ultra Exclusive Access to an Expert pool of multi disciplined Providers
• Immerse myself in each case and follow-up until complete.
• Constantly maintain two-way communication.
• Provide relevant guidance years after initial planning is in place.


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► MISSION STATEMENT:
 
My team and I exist to do one thing better than anyone, to enable top achievers to secure unbreakable wealth positions.
We are radically different, without hidden agenda, and fully committed going the extra mile for every client, every time.  

✉john@goldleafadvisory.com

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