Truvestments Capital LLC

Wendy Chambers is a financial advisor at Truvestments Capital LLC with one year of industry experience. She holds a Series 65 designation and has previously worked at Larson Gross for 20 years. In addition to her advisory role, she serves as a Tax Manager at Safstrom CPAs & Advisors, PLLC. Truvestments Capital LLC serves individuals, high-net-worth clients, trusts, estates, private funds, charitable organizations, and businesses by providing asset management, financial planning, and sub-advisory services. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to guide investment decisions and manages a private fund focused on long-term Bitcoin holdings.

Michael Watkins is a financial advisor at Truvestments Capital LLC with 11 years of industry experience. He holds a Series 65 designation and has worked at several firms including Virtue Capital Management, Redwood Private Wealth, Horter Investment Management, and SGL Financial. Outside of investment advising, he serves as president of Tampa Bay Advisory, LLC, where he is involved in insurance sales and implementation. Truvestments Capital LLC serves a diverse client base including individuals, high-net-worth clients, trusts, estates, private funds, charitable organizations, and businesses. The firm offers discretionary and non-discretionary asset management, financial planning, sub-advisory services, and manages a private investment vehicle focused on long-term Bitcoin holdings, employing a blend of fundamental, technical, charting, and cyclical analysis in portfolio construction.

John Kostaken is a financial advisor at Truvestments Capital LLC with seven years of industry experience. He holds a Series 65 designation and has worked at Truvestments Capital since 2019. Outside of his advisory role, Kostaken is an associate at Demongronomics, where he is involved in marketing and technology administration. Truvestments Capital LLC serves individuals, high-net-worth clients, trusts, estates, private funds, charitable organizations, and businesses. The firm offers discretionary and non-discretionary asset management, financial planning, consulting, and sub-advisory services, and manages a private investment vehicle focused on long-term Bitcoin holdings.

Michael Williams is a financial advisor with Truvestments Capital LLC in Chicago, IL, holding Series 63 and Series 66 licenses and 22 years of industry experience. He has worked at Truvestments since 2017 and previously at Insight Folios and Genesis Asset Management. Outside of his advisory role, Mr. Williams serves as a Managing Member of Advisor Revolution LLC, providing consulting services related to demography. Truvestments Capital LLC serves a diverse client base including individuals, high-net-worth clients, trusts, estates, private funds, charitable organizations, and businesses. The firm offers asset management, financial planning, consulting, and sub-advisory services, and manages a private investment vehicle focused on long-term Bitcoin holdings, employing a combination of fundamental, technical, charting, and cyclical analysis in its investment process.

Ronald Lumley is a CFP® and ChFC® with 36 years of industry experience. He is currently with Truvestments Capital LLC, where he has worked since 2018, and previously held roles at APW Capital and Skybox Financial Group. Outside of his advisory role, he manages an insurance sales business in Sarasota, FL. Truvestments Capital LLC serves individuals, high-net-worth clients, trusts, estates, private funds, charitable organizations, and businesses. The firm offers discretionary and non-discretionary asset management, financial planning, and sub-advisory services, with a notable focus on managing a private investment vehicle concentrated in long-term Bitcoin holdings.

Shane Swearingen is a financial advisor with Truvestments Capital LLC, holding a Series 65 credential and seven years of industry experience. He has worked at Truvestments Capital since 2018 and is also a partner and owner of Shane & Shane Financial, where he is involved in non-variable insurance sales. Truvestments Capital LLC serves a diverse client base including individuals, trusts, estates, and private funds, offering discretionary and non-discretionary asset management, financial planning, and sub-advisory services. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to construct portfolios aligned with client goals and risk tolerances, and is notable for managing a private investment vehicle focused on long-term Bitcoin holdings.

Nicolas Ranocchia is a financial advisor at Truvestments Capital LLC with seven years of industry experience. He holds a Series 65 designation and has worked at Truvestments Capital since 2019. Prior to this, he was employed at Rizzotto Tax Advisory Group and Wells Fargo. He also serves as a tax advisor at Rizzotto Tax Advisory Group. Truvestments Capital LLC serves individuals, high-net-worth clients, trusts, estates, private funds, charitable organizations, and businesses. The firm offers asset management, financial planning, consulting, and sub-advisory services, with a notable focus on managing a private investment vehicle concentrated in long-term Bitcoin holdings.

Mathew Manning is a financial advisor at Truvestments Capital LLC with five years of industry experience. He holds a Series 66 designation and has worked with firms including Purshe Kaplan Sterling Investments and Cetera Investment Advisers. Manning is also a minority owner and partner in Manning Silverman & Company, a CPA firm specializing in tax and accounting services. Truvestments Capital LLC serves individuals, high-net-worth clients, trusts, estates, private funds, charitable organizations, and businesses. The firm offers asset management, financial planning, sub-advisory services, and manages a private investment vehicle focused on long-term Bitcoin holdings, employing a combination of fundamental, technical, charting, and cyclical analysis to guide investment decisions.

Kevin McEnerney is a financial advisor at Truvestments Capital LLC with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has served as president of Kevin McEnerney Inc. dba McEnerney Tax Advisory and Lynch Tax Advisory Group. His career includes roles at Truvestments Capital since 2020 and leadership positions in tax advisory firms since 2003. Truvestments Capital LLC serves individuals, high-net-worth clients, trusts, estates, private funds, charitable organizations, and businesses. The firm offers asset management, financial planning, sub-advisory services, and manages a private investment vehicle focused on long-term Bitcoin holdings, utilizing a combination of fundamental, technical, charting, and cyclical analysis to guide investment decisions.

Kaleb McCarty is a financial advisor at Truvestments Capital LLC with 10 years of industry experience. He holds a Series 65 designation and has been with Truvestments since 2015. Outside of his advisory role, he owns and operates McCarty Marketing Inc., an insurance sales and consulting business, as well as Elite Wealth Advisors, which distributes fixed annuities and life insurance products. He is also the owner of Funderfull, LLC, a business consulting firm. Truvestments Capital LLC serves individuals, high-net-worth clients, trusts, estates, private funds, charitable organizations, and businesses, offering asset management, financial planning, consulting, and sub-advisory services. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to guide portfolio construction and acts as investment manager to a private investment vehicle focused on long-term Bitcoin holdings.

Donald Safstrom is a CFP® and PFS™ with 29 years of industry experience. He is currently with Truvestments Capital LLC and also serves as President and CPA at Safstrom CPAs & Advisors, PLLC. His prior experience includes roles at Ameriprise Financial Advisors Inc., Cambridge Investment Research Inc., and leadership at Safstrom & Company, PS. Truvestments Capital LLC serves a diverse client base including individuals, trusts, estates, and charitable organizations, offering discretionary and non-discretionary asset management, financial planning, and sub-advisory services. The firm employs a combination of fundamental, technical, charting, and cyclical analysis, and is notable for managing a private investment vehicle focused on long-term Bitcoin holdings.

Philip Quigley is a CFP® with 35 years of industry experience, currently serving as a financial advisor at Truvestments Capital LLC since 2022. He previously worked at Brokers Financial and Brokers International Financial Services, LLC from 2008 to 2022. Outside of his advisory role, he is an independent insurance agent specializing in fixed insurance products. Truvestments Capital LLC serves a diverse client base including individuals, high-net-worth individuals, trusts, estates, private funds, charitable organizations, and businesses. The firm offers asset management, financial planning, consulting, and sub-advisory services, and manages a private investment vehicle focused on long-term Bitcoin holdings.

Shane Eighme is a financial advisor with Truvestments Capital LLC, holding Series 63 and Series 65 licenses and bringing six years of industry experience. Prior to joining Truvestments in 2019, he worked at Oneamerica Securities and American United Life from 2013 to 2019. Outside of his advisory role, he is a partner and owner of Shane & Shane Financial, which focuses on non-variable insurance sales. Truvestments Capital LLC serves a diverse client base including individuals, high-net-worth clients, trusts, estates, private funds, charitable organizations, and businesses. The firm offers asset management, financial planning, sub-advisory services, and manages a private investment vehicle with a focus on long-term Bitcoin holdings, utilizing a combination of fundamental, technical, charting, and cyclical analysis in its investment approach.

Daniel Korth is a financial advisor with Truvestments Capital LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Prosperity Financial Group, Inc. and World Equity Group. Outside of advising, he assists clients with estate planning documentation and is involved in business cost reduction programs through Integrity Business Solutions. Truvestments Capital LLC serves individuals, high-net-worth clients, trusts, estates, private funds, charitable organizations, and businesses. The firm offers discretionary and non-discretionary asset management, financial planning, consulting, and sub-advisory services, and manages a private investment vehicle focused on long-term Bitcoin holdings.