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Origin of the TriCapital Name

We believe every person’s total Capital (money) is divided into three categories: Lifestyle Capital, the capital we use to meet our family’s needs during our lifetime; Community Capital, the capital we use to help our community through both voluntary (charity) and involuntary (taxes) giving; and Legacy Capital, the capital we leave behind after we’re gone.

At TriCapital, we seek to understand our clients’ priorities, dreams and goals for each type of their capital, design a plan to accomplish those priorities, and then implement that plan and regularly evaluate progress.

TriCapital Wealth Management.  Building Wealth for Life.


We welcome the opportunity to speak with you!