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 has received trademarks from the United States Patent and Trademark Office. As a result, we are uniquely qualified to provide wealth management solutions customized to your personal situation that communicate your progress toward your goals simply and effectively.

We define our success very simply: the degree to which our clients make progress toward and achieve their financial goals.

 

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Disability Income Insurance

How much Disability Income Insurance do you need?

Car Affordability

How much can you afford to pay for a car?

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

More Calculators →

Could the AMT Boost Your Taxes?

An explanation of how the alternative minimum tax works. It is expected to affect about 4.3 million taxpayers in 2016.

How Much Should You Save for Retirement?

To help calculate retirement savings needs consider factors such as Social Security benefits and medical expenses.

Tax Breaks for College Costs

Three federal tax provisions can help ease the financial strain of paying for rising college costs.

Improving Market Allows More Owners to Cash Out

Common valuation methods and how small-business owners can get the best price when selling their businesses.

More Newsletters →

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck