"I wanted our success to result solely from our ability to help our clients work towards building their wealth and potentially achieving their goals. And 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.
TriCapital Wealth Management, Inc. was formed as a registered investment advisor firm in order to provide full financial planning and investment management services. First and foremost, I wanted to be independent - to be free of any biases or conflicts that may come with narrow expertise or handling only certain investment products. This, I believe, is what successful, goal-oriented people are looking for and what will give them an opportunity to consistently work towards building their wealth through informed, sensible investments and financial management."
Kelli joins the TriCapital Wealth team as an Office Administrator. She comes to us with a wealth of experience and 14 years of financial services background. Originally from New Hampshire, she moved to North Carolina in 2001, where she lives with her husband.
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.