Welcome

Welcome to TriCapital Financial Group.

TriCapital is one of Charlotte's most respected financial planning and investment management firms.  The firm was established in 1999 by Randy White with a simple vision: to assist our clients in accomplishing their financial goals by providing the highest quality advice available.  Above all, we always put the client's needs first and deeply value the relationships that have formed as a result of that philosophy.

Our customized wealth management process is so unique that it received a trademark from the United States Patent and Trademark Office.  As a result, we are uniquely qualified to provide customized wealth management solutions to your personal situation and would like to tell you more about OUR PHILOSOPHY.

Our success is measured by the degree to which our clients achieve their financial goals.

 
Learning Center
  • Articles

    Articles

    Educate yourself on a variety of financial topics.

  • Calculators

    Calculators

    A host of financial tools to assist you.

  • Newsletters

    Newsletters

    Timely Newsletters to help you stay current.

  • E-Seminars

    E-Seminars

    Animated presentations to help you learn and decide.

  • iMoney

    iMoney

    Ideas to help simplify everyday finances.

  • Glossary

    Glossary

    Financial terms from A to Z.

  • Tax Library

    Tax Library

    Manage your taxes and prepare for the upcoming tax season.

Calculators

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

Car Affordability

How much can you afford to pay for a car?

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

More Calculators →

Newsletters

An Average Way to Invest

Dollar-cost averaging might help investors make the most of a highly volatile period.

Making Moves to the Money Market

Money market funds are mutual funds that invest solely in cash-equivalent assets that are categorized as low-risk, low-return investments.

Leaving Your Job? Put an IRA to Work

The way in which you handle your retirement plan assets when leaving a company is an important decision that could affect your retirement savings considerably.

Tips for Healthy Life Insurance

If you are about to retire or have recently entered retirement, it's a good time to consider whether your current life insurance policy meets your needs.

More Newsletters →

Market Watch

September 04, 2010 @ 01:37 AM

Dow Jones Industrials 10,447.93+ 127.83
Nasdaq Composite 2,233.75+ 33.74
S&P 500 1,104.51+ 14.41
Russell 2000 643.36+ 11.10
Wilshire 5000 11,524.85+ 153.00

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