Wealth Covenant Group (WCG) in Houston has joined CAPTRUST.
WCG has served a select group of families and business owners as their trusted financial adviser, providing comprehensive financial and estate planning, asset protection, tax planning and investment management services. Led by president Dennis Stavinoha, the firm brings three employees and $300 million in assets to CAPTRUST.
“We’re excited to enhance our client service experience by utilizing CAPTRUST’s extensive resources, investment team, research and family office services,” said Stavinoha. “Spending time with CAPTRUST colleagues in Texas and around the country amplified our feelings about the firm — that this is a place driven by a unified culture focused on clients, colleagues and communities.”
“We are thrilled to welcome Wealth Covenant Group to CAPTRUST. Their expertise and commitment to client service align perfectly with our mission and values,” said Rick Shoff, managing direc