# Team Covert

Team Covert is an Asset Manager based in Auburn Hills, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Auburn Hills, United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** https://teamcovert.com

## Regulatory record

- **CRD number:** 331269
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/331269

## About

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.

## People

- Jeffrey V Covert — CFP®, CPA
- Sarah Fletcher — Wealth Team

## Related profiles

- [LBK Financial](https://altss.com/profile/lbk-financial-llc)

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Last updated: 2026-08-11T15:08:18.003Z

Canonical page: https://altss.com/profile/team-covert-llc

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