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Team Covert
Team Covert Financial & Tax Planning Group provides a team approach to retirement and financial planning. They emphasize personalized service, innovative...
Team Covert
Team Covert Financial & Tax Planning Group provides a team approach to retirement and financial planning. They emphasize personalized service, innovative solutions, and proactive advice, with a focus on delighting clients. As an independent firm, they help develop custom financial strategies including retirement income, wealth management, tax-efficient strategies, and related services.
General information
Firm type
Asset Manager
Location
Region
North America
Country
United States
City
Auburn Hills
Principals
Jeffrey V Covert
CFP®, CPA
Sarah Fletcher
Wealth Team
Frequently asked questions
What is Team Covert?
Team Covert is a asset manager headquartered in Auburn Hills, United States.
Where is Team Covert headquartered?
Team Covert is headquartered in Auburn Hills, United States, in the North America region.
What does Altss track for Team Covert?
Altss maintains an OSINT-verified profile of Team Covert covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), and network (associations and event participation). Detailed values are available to Altss subscribers.
What is Team Covert's website?
Team Covert's public website is teamcovert.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Team Covert?
Team Covert is classified by Altss as a Asset Manager, operating from United States within the North America region.
How does Altss source intelligence on Team Covert?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
When was Team Covert's Altss profile last updated?
Team Covert's profile on Altss was last refreshed on August 11, 2026. Continuous updates are applied as new public information is verified.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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