TriCapital Financial Group, Inc.

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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

Educate yourself on a variety of financial topics.
Calculators

A host of financial tools to assist you.
Newsletters

Timely Newsletters to help you stay current.
E-Seminars

Animated presentations to help you learn and decide.
iMoney

Ideas to help simplify everyday finances.
Glossary

Financial terms from A to Z.
Tax Library

Manage your taxes and prepare for the upcoming tax season.

Calculators

Lease Payment

How much would your monthly lease payment be?

Savings Accumulation

Estimate the future value of your current savings.

Car Affordability

How much can you afford to pay for a car?

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

More Calculators →

Newsletters

Hot Topic: 2010: The Year of the Roth Conversion?

Starting in 2010, anyone, regardless of income, can convert retirement plan assets to a Roth IRA.

Variable Annuities Add Guarantees

Investors who would rather not choose between a guaranteed income and above-average investment gains may want to consider variable annuities with living benefit guarantees.

Municipal Haste

Municipal bonds offer an opportunity to earn an income that may be free of federal income tax.

HOT TOPIC: Investors Flock to Bond Funds, But What Happens When Rates Rise?

Investors are on track to invest 11 times more money in bond funds in 2009 than they will invest in stock funds. This is not surprising, considering the market volatility in 2008, but are these investors operating on false assumptions about the capabilities of bond funds?

More Newsletters →

Market Watch

March 14, 2010 @ 09:52 PM

Dow Jones Industrials	10,624.69	+ 12.85
Nasdaq Composite	2,367.66	- 0.80
S&P 500	1,149.99	- 0.25
Russell 2000	676.59	- 0.63
Wilshire 5000	11,984.19	+ 0.73

[ Markets | Charts | Quotes | Portfolio ]

Advisory services are offered through TriCapital Financial Group, Inc.
Registered Representatives and securities offered through Financial Network Investment Corporation, member SIPC, an ING Company.
TriCapial Financial Group, Inc., is not affiliated with Financial Network or ING.

Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered. A Broker/Dealer, Registered Investment Adviser, Registered Representative or Investment Adviser Representative may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if they are excluded or exempted from the state's Broker/Dealer, Registered Investment Adviser, or Registered Representative or Investment Adviser Representative requirements, as the case may be; and follow-up, individualized responses to consumers in a particular state by Broker/Dealer, Registered Investment Adviser, Registered Representative or Investment Adviser Representative that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the state's Broker/Dealer, Registered Investment Adviser, Registered Representative or Investment Adviser Representative requirements, or pursuant to an applicable state exemption or exclusion. The information on this website is intended for use only by residents of the states listed below. Securities related services may not be provided to individuals residing in any state not listed.

We are licensed to sell Insurance Products in the following states:
California, Missouri, New Mexico, North Carolina, Oregon, Texas.

We are registered to sell Securities in the following states:
Florida, Minnesota, North Carolina, New York, South Carolina, Virginia.

Securities and advisory services offered through Financial Network Investment Corporation, member FINRA, SIPC, an ING Company.

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