Origin of the TriCapital Name

We believe every person’s total Capital (money) is divided into three categories: Lifestyle Capital, the capital we use to meet our family’s needs during our lifetime; Community Capital, the capital we use to help our community through both voluntary (charity) and involuntary (taxes) giving; and Legacy Capital, the capital we leave behind after we’re gone.

At TriCapital, we seek to understand our clients’ priorities, dreams and goals for each type of their capital, design a plan to accomplish those priorities, and then implement that plan and regularly evaluate progress.

TriCapital Wealth Management
Building Wealth for Life

Why TriCapital was Formed – Fiduciary Issue

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.

A Message From Our Founder

TriCapital Wealth Management, Inc. was formed in 1999 by financial planning professionals who were committed to bringing fresh insight along with experienced counsel to the task of wealth planning and 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."

Randall E. White, CFP®, RICP®, CRPC®, CMFC®
PRESIDENT

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Randall E. White, CFP®, RICP®, CRPC®, CMFC®

President

Randy entered the financial services field in 1983 with Northwestern Bank which subsequently merged with First Union National Bank, and he later joined Wachovia Bank and Trust Co.

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Cindy Reninger, CFP®

Financial Planning Associate

Prior to joining Randy at TriCapital Wealth Management, Inc. in September of 1999, Cindy worked in the financial services industry for 3 years as a marketing assistant for a national health insurance brokerage firm and for 10 years in Ohio as an Associate Agent for Nationwide Insurance.

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Kelli Mills

Office Administrator

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.

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THERE'S NO TIME LIKE THE PRESENT

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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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704.571.8778
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TRIAD - FORM CRS

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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