Building Wealth For Life

We help our clients plan for a confident financial future.


FEE-BASED FINANCIAL ADVISOR | CHARLOTTE, NORTH CAROLINA

Retired or Planning
Retirement?

Are you newly retired or
soon-to-be retired?

Inheritances &
Wealth Events

Are you facing or planning a significant wealth event?

Getting a Divorce
or Lost a Spouse?

Are you on your own because of divorce or loss of your spouse?

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

DOES YOUR PORTFOLIO HAVE TOO MUCH RISK?
OR NOT ENOUGH?

Knowing your risk score can help you make appropriate investment choices.

THERE'S NO TIME LIKE THE PRESENT

Let's Schedule a Discovery Call

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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Contact

  • Phone:
    704.571.8778
  • E-Mail:

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Check us out


Advisory Services are offered through TriCapital Wealth Management, Inc Securities offered through Triad Advisors member FINRA / SIPC. TriCapital Wealth Management, Inc. is not affiliated with Triad Advisors. We are licensed to sell Insurance Products in the following states: North Carolina, and South Carolina. We are registered to sell Securities in the following states: Delaware, District of Columbia, Florida, Georgia, North Carolina, Ohio, Pennsylvania, South Carolina, and Virginia.

TRICAPITAL® is a Registered Trademark in the United States of America.