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TRICAPITAL WEALTH MANAGEMENT

Building Wealth For Life

We help our clients build and manage wealth for their lifetimes and beyond.

FEE-BASED FINANCIAL ADVISOR • CHARLOTTE, NC

Discover the TriCapital Difference

TriCapital is a wealth management firm specializing in building our clients’ wealth to provide a retirement income stream that outlives them. As financial advisors, our mission is to help you develop confidence that your long-term financial planning will be successful. We are passionate about building long-term relationships with our clients and strive to deserve their trust every single day.

"I want our success to result solely from our ability to help our clients work towards building their wealth and potentially achieving their goals. That can best be accomplished if our allegiance is to the client, not to certain investment products or a one-size-fits-all financial mold."

Meet Your Team

We pride ourselves on being a trusted partner on your financial journey. Our team is committed to acting in your best interest, providing objective advice, and maintaining the highest ethical standards.

What We Offer

The unique approach offered by TriCapital Wealth Management, Inc. provides you with the advantage of personalized and coordinated financial management that includes:

Expert Insights and Strategies for Your Wealth Journey

Stay informed on the latest market trends, investment strategies, and financial planning tips to make informed decisions. Empower yourself with knowledge and embark on a journey toward financial success.

THERE'S NO TIME LIKE THE PRESENT

Unlock Your Financial Potential

We offer a complimentary “Get Acquainted” meeting to learn about your goals and see if our services are right for you. Come in for a cup of coffee and a second opinion – both are free.

Our Fiduciary Commitment

TriCapital Wealth Management, Inc. was formed in 1999 by Randy White with a commitment to bringing fresh insight along with experienced counsel to the task of wealth planning and management. The foundation of the new firm was for our success to result solely from our ability to help our clients work towards building their wealth and potentially achieving their goals. That can best be accomplished if our allegiance is solely to the client’s best interest.

Unlike many firms which are considered “Broker Dealers” by the SEC, TriCapital Wealth Management, Inc. was formed as a Registered Investment Adviser (RIA) firm from day one. RIA’s have a fiduciary duty to put their clients’ interest first ahead of all other interests, while Broker Dealers are required to be “fair and suitable”. This higher level of responsibility is a natural part of the relationship we enjoy with every client. As a result, every client benefits from receiving customized solutions in a setting that places our relationship with them above all else. This, we believe, is what successful, goal-oriented people are looking for and what will give them a foundation from which to consistently work towards building their wealth through well chosen, sensible investments and sound financial management.

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