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About TriCapital

TriCapital Wealth Management

Origin of the TriCapital Name

We chose the name TriCapital Wealth Management because 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. 

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Why TriCapital was Formed

Our Fiduciary Commitment

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.

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"In forming TriCapital, a foundational element was to form a wealth management company that was fully independent and free of any biases that may come with narrow expertise or handling only certain products. TriCapital has been an independent fiduciary since the first day we opened and our focus on our clients’ best interest has enabled us to guide them in developing confidence their wealth management plans will be successful."

— Randall E. White, CFP®, RICP®, CRPC®, CMFC® | President & Founder
Our Team

We believe that the depth of experience, training and credentials of our employees is unsurpassed. Each of our staff that participate in the development of client strategies are Certified Financial Planner ™ practitioners and have at minimum an undergraduate degree from a major university. In addition, each of our staff is required to undergo additional training annually in order to stay informed of new developments.

Randy White

Randall E. White

CFP®, RICP®, CRPC®, CMFC®
President & Founder

Randall (Randy) E. White, CFP®, RICP®, CRPC®, CMFC®, is president and founder of TriCapital Wealth Management, Inc., a registered investment advisor and…

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Brian Dalton

CFP®
Senior Financial Planning Associate

Before joining TriCapital Wealth Management, Brian worked as a financial planner at Vanguard for 5 years where he worked with individuals and families on achieving their financial goals…

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Will Smith

CWM®, ChFM®
FINANCIAL PLANNING ASSOCIATE/WEALTH ADVISOR

With over 7 years of comprehensive experience in accounting, specializing in individual taxes, small business owners, and high-net-worth individuals, Will has recently…

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THERE'S NO TIME LIKE THE PRESENT

Build Your Wealth for Life

We offer a complimentary “Get Acquainted” meeting to learn about your goals and see if our services are right for you. 

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TRICAPITAL WEALTH MANAGEMENT
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BrokerCheck by FINRA

Advisory Services are offered through TriCapital Wealth Management.  Securities offered through Osaic (Osaic Wealth, Inc) member FINRA/SIPC. Osaic Wealth, Inc is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth, Inc.

The information being provided is strictly as a courtesy and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein.  When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites.  This communication is strictly intended for individuals residing in the states of NC, SC, TN, NY, GA, DC, PA, TX. No offers may be made or accepted from any resident outside the specific state(s) referenced. TRICAPITAL® is a Registered Trademark in the United States of America.

©2024 TRICAPITAL® Wealth Management, Inc. All Rights Reserved.
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Our Fiduciary Commitment

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.

Unlike many firms which are considered “Broker Dealers” by the SEC, TriCapital Wealth Management, Inc. was formed as a Registered Investment Adviser (RIA) firm from day one. RIA’s have a fiduciary duty to put their clients’ interest first ahead of all other interests, while Broker Dealers are required to be “fair and suitable”. 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.

TRICAPITAL WEALTH MANAGEMENT
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