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Your Team

We believe that the level of experience our professionals bring to the wealth management process is one of the major attributes of our firm. Our founder has over 26 years of financial planning and investment management experience in addition to more than 25 years of industry experience from each of our full-time staff.

Additionally, the firm maintains business relationships with strategic partners in accounting and tax planning, banking, estate planning, and insurance services and can provide referrals should you need them. We are happy to work closely with your other advisors to ensure a coordinated wealth management approach.


Relationships and Affiliations

Registered Investment Advisor
TriCapital Wealth Management is a Registered Investment Advisor firm operating under the State of North Carolina securities regulation.

Triad Advisors
Randy White is a registered representative of Triad Advisors, Registered Broker-Dealer and member FINRASIPC. Triad Advisors serves hundreds of financial professionals across the United States. Who is Triad? National Financial Services (NFS) provides clearing and custodial services and is a division of Fidelity Investments. Who is NFS?

Certified Financial Planner (CFP®)
Both Randy White and Cindy Reninger are CFP® practitioners in all three occurrences. CFP® Practitioners demonstrate their professionalism by completing a rigorous course of study and certification process. A minimum of 30 hours continuing education must be completed every two years in order to maintain certification. As a final step, CFP® Practitioners agree to abide by a strict code of professional conduct, known as the CFP® Board’s Code of Ethics and Professional Responsibility. The governing body is the Certified Financial Planner Board of Standards. ( www.cfp.net)

Financial Planning Association (FPA)
Randy White and Cindy Reninger are members of the Financial Planning Association (FPA) and active within the FPA leadership programs. Mr. White served as the 1999-2000 President of the Charlotte Chapter of the FPA. Mrs. Reninger also served on the Board of Directors from 2010-2013. (www.fpanet.org)

Colleges and Universities
Mr. White has served a faculty member in the Certified Financial Planner program at Queens College and he has also taught financial planning and investment management courses at Central Piedmont Community College.


Founder and President

Administrative Staff