ABOUT TRUEHAVEN
Built on Faith.
Driven by Purpose.
TrueHaven Capital is a private wealth and asset management firm devoted to helping ultra-high net worth families plan, organize, and steward the resources God has entrusted to them — for generations to come.
“Where your treasure is, there your heart will be also.”
Matthew 6:21
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 ultra-high net worth 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.
Joseph Davies
Advisory Council
Bio coming soon.
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.