John E. Levee, CWS
John is President and Chief Executive Officer of The Advanced Group of Companies, which include Advanced Wealth Strategies Group, a company he founded in 1989. He is also the founder and owner of Advanced Capital Management, a third party investment management firm. Recently joining the Advanced Group of Companies is Animas Capital Management LTD, a wealth management firm in Durango, Colorado where John also proudly serves as President and Chief Executive Officer. John has been enamored with Colorado for most of his life having hunted here for many years. In fact John celebrated his 21st birthday hunting in the mountains near Rifle Colorado. He absolutely loves Durango and is honored to be able to serve the people of this great city.
For more than 27 years, John has been an educator on growing and preserving assets, maximizing income, and minimizing taxes. He has counseled hundreds of clients through various complex financial and estate planning situations with a focus on developing thorough and meaningful relationships. John is the author of the book “There’s More To Retirement ThanDriving Your Spouse Crazy” as well as numerous articles relating to financial and estate planning. The foundation philosophy of his practice is his comprehensive wealth integration strategy which marries asset management, financial planning, estate planning, and tax management. John also works closely with other professionals to develop strategies and maximize preservation for his clients. John has earned the designation of Certified Wealth Strategist® (CWS®) through the Cannon Financial Institute furthering his understanding of the sometimes unique problems that come with wealth.
John explains “Our goal is to deliver a quality of service that is unequalled. Throughout the company our desire is to protect and enhance not only our clients’ assets but their overall life experience. We call this our clients’ “Return on Life”. We truly desire to enhance our clients’ retirement life in as many ways as is humanly possible”.
Since members of John’s family have died “Dead Broke”, John has an unquenchable desire to help people with one of the most important aspects of their lives, their money. To John, protecting client assets is one of the most important aspects of a true financial or retirement plan. His love of people and desire to give back extends to his community and church, having been active for years in youth baseball and church activities. His love for animals prompted his service to the Humane Society of Williamson County, including a stint as President of the Board of Directors. John and his wife, Laurie, have four children and six grandchildren. His hobbies include spoiling his grandchildren, wine, fishing, skiing, hiking, and archery hunting.