Wealth Covenant Group, LLC Email Format
Financial ServicesTexas, United States2-10 Employees
Wealth Covenant Group, LLC operates as an independent financial services firm that handles the financial matters of a select group of families and business owners. Based in the Houston area, Texas, the firm provides tailored financial management services through a small team, coordinating various aspects of clients' financial affairs. It focuses on individualized guidance for its clients. In December 2024, CapTrust Advisors, LLC acquired Wealth Covenant Group, integrating it into CapTrust's advisory operations. The arrangement represents a change in ownership and organization within the financial services landscape, with the firm continuing to serve its client base as part of CapTrust.