Truvestments Capital LLC

Wendy Chambers is a Series 65-licensed advisor with Truvestments Capital LLC, bringing two years of industry experience. Prior to joining Truvestments, she worked for 20 years at Larson Gross and currently serves as a Tax Manager at Safstrom CPAs & Advisors, PLLC. Truvestments Capital LLC provides investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, and retirement plans, offering customized portfolios that primarily utilize low-cost mutual funds and ETFs alongside other investment vehicles. The firm also manages a private Bitcoin fund and employs a variety of analytical approaches to portfolio management.

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 37 years of industry experience. He has worked at Truvestments Capital LLC since 2018 and previously at APW Capital and Skybox Financial Group. In addition to his advisory role, he manages an insurance sales business in Sarasota, FL. Truvestments Capital LLC provides investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm creates customized portfolios using a variety of investment strategies and serves as sponsor and manager of a private Bitcoin fund.

Shane Swearingen is a financial advisor at Truvestments Capital LLC with eight years of industry experience. He holds a Series 65 designation and has been with Truvestments since 2018. In addition to his role at Truvestments, he is a partner and owner of Shane & Shane Financial, where he is involved in non-variable insurance sales including health, dental, vision, and disability coverage. Truvestments Capital serves individuals, high-net-worth individuals, trusts, estates, and retirement plans by providing discretionary and non-discretionary investment management along with financial planning and consulting. The firm creates customized, primarily long-term portfolios emphasizing low-cost mutual funds and ETFs, and acts as the investment manager for a private Bitcoin fund.

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 with Truvestments Capital LLC, holding a Series 66 designation and six years of industry experience. He has worked at Purshe Kaplan Sterling Investments, Cetera, and Manning Silverman & Company over the course of his career. Manning is also a minority owner and partner of the CPA firm Manning Silverman & Company, which provides tax and accounting services. Truvestments Capital LLC serves individuals, high-net-worth clients, trusts, estates, and retirement plans, offering discretionary and non-discretionary investment management alongside financial planning. The firm builds customized, primarily long-term portfolios that emphasize low-cost mutual funds and ETFs and manages a private Bitcoin fund through an affiliated general partner.

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 Series 65-licensed financial advisor with 11 years of industry experience. He has worked at Truvestments Capital LLC since 2015 and is also involved with Elite Wealth Advisors, where he serves as owner and CEO of a firm specializing in the wholesale distribution of fixed annuities and life insurance products. Outside of his advisory roles, he owns McCarty Marketing Inc., an insurance sales and consulting business, and Funderfull, LLC, a business consulting firm. Truvestments Capital LLC provides investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm emphasizes customized, primarily long-term portfolios using low-cost mutual funds and ETFs, while also managing a private Bitcoin fund as part of its offering.

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.

Sean Mason is a financial advisor with Truvestments Capital LLC, holding a Series 65 designation and 12 years of industry experience. His prior roles include positions at Motiv8 Investments, CreativeOne Wealth, Fresno Financial Advisors, Retirement Wealth Advisors, Phi Beta Kapital Investments, and his own Mason Financial & Insurance Services. He is also involved with the Society of Financial Awareness, providing financial education through workshops and seminars on a voluntary basis. Truvestments Capital LLC serves individuals, high-net-worth clients, trusts, estates, and retirement plans by providing investment management, financial planning, and consulting. The firm creates customized, primarily long-term portfolios focusing on low-cost mutual funds and ETFs, and manages a private Bitcoin fund as part of its diverse investment offerings.