Yes, TriCapital uses state of the art technology that enables you to view your accounts online at anytime, including performance and allocation, as of the previous market close. In fact, our client portal provided by Tamarac Reporting recently won the 2017 WeathManagement.com Client Portal of the Year award.*
It’s easy – simply make an appointment with us to discuss your financial situation. After the initial meeting you’ll know how we can help you and we’ll both know if it’s a good fit. We’ll take it from there.
Headquartered in Atlanta, Georgia, Triad Advisors, LLC. is an independent broker/dealer comprised of successful, independent financial professionals located throughout the United States. As a boutique firm, Triad provides the most flexible, non-proprietary wealth management platform in the industry with unmatched reports, products, services and support. Triad’s nourishing, personalized culture of service has attracted the upper echelon of advisors and is the primary reason Triad is one of the top broker/dealers in the industry, as recognized in numerous financial publications.
Ladenburg Thalmann Financial Services Inc., established in 1876, is one of the oldest and most influential financial service firms in the country. Ladenburg Thalmann is the parent company of Triad Advisors. As a part of Ladenburg Thalmann’s family of companies, Triad provides TriCapital with the financial strength and power of an investment bank, innovative solutions to support TriCapital clients, plus access to a singular blend of retail and institutional products and services.
*The Wealth Management Industry Awards recognize companies and organizations that support financial advisor success and honor outstanding achievement in the industry. This year, a panel of eleven independent judges scored nearly 500 initiatives from more than 300 companies, and initiatives were scored based on scope, scale, adoption and feature set, in addition to innovation and creativity.
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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