CAPTRUST Expands Client Services with Wealth Covenant Group

CAPTRUST Welcomes Wealth Covenant Group to Enhance Services

CAPTRUST Financial Advisors, a recognized leader in the financial advisory sector, has recently welcomed Wealth Covenant Group into its expanding family. This significant merger brings a wealth of expertise and resources that allows CAPTRUST to further enrich the financial services it offers to its clientele.

A Rich History of Advisory Services

Wealth Covenant Group has built solid foundations within the community by providing premier financial advisory services to select families and business owners. Their comprehensive offerings include financial and estate planning, asset protection, tax planning, and investment management. This specialized knowledge positions them well within CAPTRUST, allowing for a seamless integration of services.

Enhancing Client Experience through Collaboration

Dennis Stavinoha, President of Wealth Covenant Group, expressed enthusiasm about the merger, stating, "We're excited to enhance our client service experience by utilizing CAPTRUST's extensive resources, investment team, research, and family office services." The commitment to a unified culture centered on clients, colleagues, and communities resonates within both organizations.

Rick Shoff, Managing Director at CAPTRUST, echoed this sentiment by stating, "We are thrilled to welcome Wealth Covenant Group to CAPTRUST. Their expertise and commitment to client service align perfectly with our mission and values." With the addition of Wealth Covenant Group, CAPTRUST grows its footprint significantly in key markets, particularly in Houston.

Growth and Presence in Texas

Since its inception in 1997, CAPTRUST has experienced consistent growth, particularly over the last five years in the Texas region. Operations now extend to 12 offices with a dedicated team of 188 employees. This growth trajectory sets a strong foundation for future expansions and opportunities in the financial advisory space.

The decision for Wealth Covenant Group to adopt the CAPTRUST brand reflects a shared commitment to excellence and client satisfaction, reinforcing the synergy between both firms. Furthermore, the merger signifies an exciting chapter in CAPTRUST's broader strategy to leverage resources and facilitate enhanced services across all client segments.

About CAPTRUST

CAPTRUST provides an array of investment management and financial advisory services tailored for individuals, families, and corporate entities. Their comprehensive suite includes financial planning, estate planning, tax advisory, and dedicated services for ultra-high-net-worth individuals. This extensive service model aims to simplify clients' financial lives, helping to mitigate risk and ensure the long-term success of their financial legacies.

Frequently Asked Questions

What is CAPTRUST Financial Advisors?

CAPTRUST is an independent registered investment advisor founded in 1997, offering investment management and financial planning services.

What services does Wealth Covenant Group provide?

Wealth Covenant Group offers comprehensive financial advisory services, including estate planning, asset protection, and investment management.

How does the merger benefit CAPTRUST clients?

The merger enhances CAPTRUST’s client services by integrating Wealth Covenant Group’s resources and expertise, providing clients with access to a broader range of financial services.

Where does CAPTRUST operate?

CAPTRUST operates in several states with a strong presence in Texas, now boasting 12 offices and a growing team.

What is the mission of CAPTRUST?

CAPTRUST’s mission focuses on delivering excellent client services while fostering a unified culture that prioritizes clients, colleagues, and communities.

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