TriCapital Client
Portal

This is our clients’ preferred method to access their accounts online and is where you can view all of your accounts along with their prefrormance. If you are not set up for access to the Client Portal, please contact a member of our team to get set up today!

Wealthscape Brokerage Accounts

NFS Wealthscape is where you can view your NFS account documents such as monthly statements, trade confirmations and tax documents. If you have any questions about accessing your account via Wealthscape, please contact a member of our team and they will be happy to assist!

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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.

Contact

Phone:

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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