It's time to start thinking differently
about your money.

  • Do you have high income

    but not much saved or invested?
  • Are you an entrepreneur or executive

    without time or interest in getting your finances organized?
  • Do you have a family

    who you want to be secure now and in the future?

First-Rate Investment Management, At Cost.

the wealth-building plan below is built for those who are ready to commit to securing their financial future, but who do not need full-service comprehensive planning or the cost that comes with it.

 

Now is the time to start

Building Wealth for Life

Our wealth-building plan is designed for successful individuals and their families who are between the ages of 35 and 55 who may not need comprehensive wealth management services.

We value long-term relationships with our clients and their families. At this stage in your life, you should be building your wealth and we don't want to stifle that by charging you the same management fees as our more established clients. 
 
If you need a strong and easy to implement a financial plan, periodic reviews, a trustworthy and skilled investment advisor who will manage your portfolio as it grows, and a resource to turn to if and when life throws you a curveball, then our Accumulators' Financial BluePrint and In Your Corner plan may be just the trick to getting you where you need to go. 
learn more about TriCapital
  • Financial BluePrint

  • TO HELP YOU DEFINE GOALS AND SET A CLEAR PATH TOWARD ACHIEVING THEM.
  • Evaluate your current situation
  • Financial Inventory - net worth, cash flow, insurance, portfolio/retirement accounts review 
  • Goals Planning - short-term, immediate, and long-term growth
  • Create Your Financial BluePrint - tax savings, investment, retirement, savings, insurance, estate, college, and charitable giving plans.

for the financial blueprint and ongoing coaching with the "in your corner" program you'll pay:


$1995 - the first year
&
$1000/YEAR THEREAFTER
(payable monthly, quarterly, or annually)

  • In Your Corner

  • Investment Management and Financial Coaching to help you accomplish your goals.
  • Goals Review and Progress Discussions

  • Ongoing Portfolio Management

  • Annual Meeting

  • Advice on life events like marriage, the birth of a child, divorce, home purchases, etc.

  • Client Portal and Financial Planning Dashboard
  • Financial Coach - available to answer your questions when you need advice.

Is this the right plan for me and my goals?

Let's talk about your financial future
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat.
Fill out this form and a member of our team will reach out to you shortly
Invalid Input
Invalid Input
Invalid email address.
Invalid Input
Invalid Input

"It takes as much energy to wish as it does to plan."

Retirement Funding Scoretm

Our proprietary Retirement Funding ScoreTM process is a time-tested way to assess where you will be given your current financial foundation. With an accurate RFS®, we are able to help our clients see where they are, where they will be and what they may need to do to stay on track or align their financial decisions with their goals.

When clients decide to work with us, we use the information they provide at our initial meetings to create a unique Retirement Funding ScoreTM report. This valuable report helps people see where they are, where they’ll be, and what they need to meet their goals.

Contact

  • Phone:
    704.571.8778
  • E-Mail:

    This email address is being protected from spambots. You need JavaScript enabled to view it.

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.