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TRICAPITAL WEALTH MANAGEMENT

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Building Wealth For Life

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

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Retired or Planning Retirement?
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Have you worked for many years, saved significant assets and are now faced with some of the biggest decisions of your life?
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Dealing with Sudden Wealth?

Are you inheriting significant money and want to make sure this money is managed properly to help secure your financial future?

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Facing a Life Transition?
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Are you going through the traumatic and painful time of a divorce, or has your spouse died leaving you to handle your finances alone?

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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.

WHY OUR CLIENTS CHOOSE US

"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."

— Randall E. White, CFP®, RICP®, CRPC®, CMFC® | President & Founder

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.

OUR TEAM
OUR FIDUCIARY Commitment

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:
EXPLORE OUR SERVICES
  • Pre-Retirement Analysis
  • Retirement Planning
  • Asset Management
  • Wealth Management
  • Transition Planning
  • Estate Planning
  • Insurance & Risk Management
  • Family Financial Planning
  • Investment Management
  • Trust & Inheritance Management
EXPLORE OUR SERVICES

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.

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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.

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BrokerCheck by FINRA
Advisory Services are offered through TriCapital Wealth Management.  Securities offered through Triad Advisors, LLC. (Triad) member FINRA/SIPC. Triad is separately owned and other entities and/or marketing names, products or services referenced here are independent of Triad. The information being provided is strictly as a courtesy and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein.  When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites.  This communication is strictly intended for individuals residing in the states of NC, SC, TN, NY, GA, DC, PA, TX. No offers may be made or accepted from any resident outside the specific state(s) referenced. TRICAPITAL® is a Registered Trademark in the United States of America.
©2023 TRICAPITAL® Wealth Management, Inc. All Rights Reserved.
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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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Take control of your financial future and stay one step ahead with our valuable resources. Sign up today and start your journey towards financial success.

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