Retirement Funding Score (RFS®)

Our proprietary Retirement Funding Score® 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.

After our initial meeting with potential clients, we use the information they provide to create a unique Complementary Retirement Funding Score report. This valuable report helps people see where they are, where they’ll be, and what they need to meet their goals.

DOES YOUR PORTFOLIO HAVE TOO MUCH RISK?
OR NOT ENOUGH?

Knowing your risk score can help you make appropriate investment choices.

Comprehensive Services

The unique approach offered by TriCapital Wealth Management, Inc. provides you with the advantage of personalized and coordinated financial management that includes:

Pre-retirement analysis and planning

Management of retirement assets

Coping with divorce or the loss of a spouse

Estate Planning

Wealth Management

Managing Risk with Insurance

Family Financial Planning

Investment Management

Inheritances and Sudden Wealth

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. Certified Financial Planner® Randy White discusses the principles upon which TriCapital was formed:
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 adviser firm in order to provide full financial planning and investment management services. But I wanted to do business differently. 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. I also wanted relationships to be central to every client transaction. With a team approach, our clients benefit by being offered a broad base of knowledge, creative ideas and a variety of planning options and possible solutions. I believe the result is a more proactive and dynamic planning process

Bottom line, I wanted each client to benefit from the collected experience of a team, delivering customized solutions in a setting that places our relationship with the client above all else. 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.

THERE'S NO TIME LIKE THE PRESENT

Let's Schedule a Discovery Call

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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Contact

  • Phone:
    704.571.8778
  • E-Mail:

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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.