ABOUT TRUEHAVEN
Built on Faith.
Driven by Purpose.
TrueHaven Capital is a private wealth and asset management firm devoted to helping high net worth individuals and families plan, organize, and steward the resources God has entrusted to them — for generations to come.
OUR STORY
A Firm Founded on Conviction
TrueHaven Capital was founded in April 2022 with a singular conviction: that wealth management done well is an act of faithful stewardship — not just portfolio optimization.
We exist to serve families who want more than returns. We serve those who want their wealth to reflect their values, protect their legacy, and make a lasting impact on the world around them.
We’re a family office for families who believe God owns it all — and who want to be trusted stewards of what He’s entrusted to them.
“A good man leaves an inheritance to his children’s children.”
Proverbs 13:22
WHAT DRIVES US
The Convictions Behind the Work
01
STEWARDSHIP
We believe wealth is entrusted — not owned. Every financial decision is an opportunity to honor God and steward what He has given.
02
LEGACY
We help families build something worth passing on — not just financial capital, but values, vision, and a spirit of generosity.
03
IMPACT
10% of every dollar of TrueHaven profit goes back — to life, liberty, the Gospel, and those in need around the world.
THE PEOPLE
Our Team
Private wealth and asset management focused on creating a true haven for legacy wealth — through family office services, alternative advisory, and customized investment strategies.
Micah Wakefield
MANAGING DIRECTOR, CCO
CAIA® · AWMA® · AAMS® · MBA, Liberty University
Micah founded TrueHaven Capital in April 2022, bringing prior experience in portfolio management including serving as portfolio manager and Managing Director of Research & Product Development at Swan Global Investments, where he specialized in hedged equity strategies across 40 Act funds, ETFs, and SMAs.
Luke Berry
PRIVATE WEALTH ADVISOR
Magna Cum Laude · Baylor University · Finance, Accounting, MIS
Luke specializes in tailored financial strategies for high net worth individuals and families — covering alternative investments, tax planning, and wealth management. Previously, he advised C-suite executives at Fortune 500 companies during his time in strategy consulting at Accenture.
WISDOM & INSIGHT
Advisory Council
Our advisory council provides an added layer of wisdom and insight as we seek to help families create a lasting impact with their legacy.
Greer Kendall
Advisory Council
BBA Finance, Baylor 1986 · 25+ Years Legacy Planning
Greer is among the earliest pioneers in the field of legacy planning, with over 25 years of exclusive focus in the non-financial dimensions of family wealth. His specialty spans family office philanthropic consulting, strategic planned giving design, and experiential philanthropy with multi-generational families.
“Where your treasure is, there your heart will be also.”
Matthew 6:21
Ready to steward your wealth
with purpose?
Your legacy is worth protecting. Let’s build something together that honors God and blesses generations to come.