TrueHaven Capital

Micah Wakefield is a financial advisor at TrueHaven Capital with 13 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at Swan Wealth Advisors, Inc. and BRS Financial LLC. Wakefield is also the managing member of several special purpose vehicles associated with TrueHaven Capital. TrueHaven Capital provides discretionary asset management, financial planning, retirement-plan advisory, and family office services to high-net-worth individuals, corporations, pooled investment vehicles, and other registered investment advisers. The firm integrates fundamental and technical analysis with long-term, income, and hedging strategies across a broad range of investment types and is notable for its involvement with private and pooled investment vehicles and sub-advisory roles for other RIAs.

Jonathan Berry is a financial advisor at TrueHaven Capital with one year of industry experience. He holds a Series 65 designation and previously worked at Accenture. TrueHaven Capital provides discretionary asset management, financial planning, retirement-plan advisory, and family office services to high-net-worth individuals, pooled investment vehicles, corporations, and other registered investment advisers. The firm combines fundamental and technical analysis with long-term, income, and hedging strategies across a broad range of investments, including public securities, options, ETFs, REITs, and private or pooled vehicles.