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.
TriCapital Wealth Management, Inc. was formed as a registered investment advisor firm from day one. Registered investment advisors have a fiduciary duty to put their clients’ interests first ahead of all other interests. 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.
"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.
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.
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