Broker Check

Why Clients Choose Us

  • Who we are
    TriCapital is a wealth management firm focused on developing and managing a lifetime retirement income stream for our clients. We specialize in working with retirees or those contemplating retirement, individuals and families involved in an inheritance or other wealth transfer event, and people negotiating their way through a divorce or the loss of a spouse. We understand you and we believe in a very simple philosophy: always put our clients’ interests above everything else.

  • Our focus on the client goal of lifetime retirement income
    At TriCapital, our main job is helping our clients’ money outlive them. One important tool we use to measure progress toward this goal is our proprietary Retirement Funding Score (RFS), a unique way to calculate and communicate the degree to which progress is being made toward developing a lifetime income. Our RFS is so unique it has a trademark pending from the United States Patent and Trademark Office.

  • Our clients are free to pursue their dreams
    We believe our clients appreciate and value our commitment to integrity and our goal is to develop a long-term relationship with each of them based on a high level of trust and integrity.

    Our considerable experience, professional knowledge and continuous fiduciary oversight enables us to create personalized financial solutions for our clients, giving them a sense of confidence in their financial future.

    In short, our goal is to help take the worry out of managing our clients’ financial matters so they can enjoy their lives and pursue their bucket lists and greatest passions.

  • Our independence and development of client trust
    We believe our clients’ primary need is for objective, completely unbiased advice they can trust is always in their best interest. In order to eliminate all possible conflicts of interest, we have chosen to operate as an independent financial planning and investment advisory firm with our advice as the only product we “sell”.

  • Our long-term relationships with clients
    We develop long-term relationships with our clients in which we earn their deep trust. The needs of our clients are always placed above all other considerations.

  • Our commitment to client service and value
    Because we are focused on developing and maintaining long-term relationships with our clients, we constantly strive to find new ways we can provide added value for them. From our relationships with top accounting and legal professionals to our substantial investment in the latest technology, virtually everything we do is structured to enhance our ability to provide superior client service at a fair price so that our clients receive maximum value.

  • Our people
    We believe that the depth of experience, training and credentials of our employees is unsurpassed. Each of our staff that participate in the development of client strategies are Certified Financial Planner ™ practitioners and have at minimum an undergraduate degree from a major university. In additional, each of our staff is required to undergo additional training annually in order to stay abreast of new developments.

We would welcome the opportunity to speak with you!