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TRICAPITAL WEALTH MANAGEMENT

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Clients

Ideal Clients

We serve a wide range of clients, including retirees and those planning for retirement, families preparing for wealth events, individuals navigating life transitions, and successful professionals looking to build their investment assets. Our expertise lies in helping you build wealth for a lifetime income stream, no matter how much time it takes. We are here to work with you every step of the way, guiding you towards your desired financial destination.

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OUR CLIENTS ARE
Building
Wealth
Successful professionals just beginning to build investment assets but have high incomes and big potential to grow their net worth with the help of an advisor.
OUR CLIENTS ARE
Thinking
Retirement
People who are retired or who are planning for retirement and want to have a strategy for their lifetime retirement income.
OUR CLIENTS ARE
Legacy
Planning
Families who are planning for a wealth event such as an inheritance or transferring wealth to other generations.
OUR CLIENTS ARE
Navigating Life Transitions
Men and women who are going through the transition and difficult time of divorce or of having lost a spouse.

Your Client Experience

As a client of TriCapital, you can expect to receive lots of individual attention and support on a continuous basis. We are passionate about building long-term client relationships based on trust which we strive to earn by showing that your needs, your concerns and your goals are paramount to us. To do this, we follow a step-by-step process that becomes the foundation for your financial success.
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Investment Management

As the fiduciary responsible for your financial assets, we are dedicated to acting in your best interest when making recommendations regarding your savings and investment strategies. That includes making sure your investments are allocated appropriately for your personal risk tolerance and financial stage of life, with the overriding goal of helping provide an income stream that outlives you.

Comprehensive Financial Planning

We engage in financial planning for every client prior to making investment decisions, feeling that to do otherwise is like a doctor writing a prescription without an examination and diagnosis.

We will help you to refine your dreams into actionable goals and create a strategy to pursue those goals as efficiently and effectively as possible. Our proprietary RFS® (Retirement Funding Score) shows at a glance the progress you have made toward achieving an income stream that will outlive you.

Financial Review

A crucial part of any financial plan is to review progress toward your goals on a regular basis. We are committed to meeting with you as often as you need to make sure your investment strategy and financial plan are still working for you and to change what is not.

This typically results in semi-annual financial reviews, but we are available any time you need us. We prepare a review package that shows both summary and detailed analyses, and we discuss that with you in detail. Our proprietary RFS® (Retirement Funding Score) is updated and discussed at each review meeting.

Beneficiary and Estate Plan Review

Even the best intentions can often go awry when beneficiary designations become outdated or obsolete. We will review your beneficiary information and estate distribution plan with you frequently and discuss with your estate attorney if needed.

Market Analysis and Commentary

We provide clients with frequent analysis and our take on developments in the financial world, including economic and political forces that affect the financial markets.

Frequent Contact and Updates

We are always accessible to you to help with any question or issue you may have regarding your financial matters. We will also reach out to you proactively anytime contact is warranted, or even just to say hello.

Educational Events and Seminars

To further our relationship with our clients, we offer educational seminars and client events. These activities allow us to get to know one another outside our regular office meetings and develop a deeper relationship.

Fees and Compensation

We strive to ensure our fees are transparent, competitive, and fair. We believe investment management fees charged as a percentage of assets under management is the most appropriate method of charging since it aligns our interests with yours perfectly – if your accounts grow and you prosper, we prosper. Likewise, if your accounts decline we are in the same boat with you.

We charge financial planning and consultation fees when warranted. You will always know what fees to anticipate and have an opportunity to approve them in advance.

  • The TriCapital Difference

    What We Do

    TriCapital is a wealth management firm focused on developing and managing a lifetime retirement income stream for our clients. We specialize in working with retirees or those contemplating retirement, individuals and families involved in an inheritance or other wealth transfer event, and people negotiating their way through a divorce or the loss of a spouse. We understand you and we believe in a very simple philosophy: always put our clients’ interests above everything else.

  • The TriCapital Difference

    Our Focus

    At TriCapital, our main job is helping our clients’ money outlive them. One important tool we use to measure progress toward this goal is our proprietary Retirement Funding Score (RFS®), a unique way to calculate and communicate the degree to which progress is being made toward developing a lifetime income. Our RFS® is so unique that it is federally trademarked. 

    LEARN MORE

  • The TriCapital Difference

    Client Freedom

    Our clients value our integrity and commitment. We aim to build long-term relationships based on trust. With our expertise and fiduciary oversight, we provide personalized financial solutions, instilling confidence in their future. Our goal is to alleviate financial worries, allowing clients to enjoy life and pursue their passions.

  • The TriCapital Difference

    Independence and Trust

    We believe our clients’ primary need is for objective, completely unbiased advice they can trust is always in their best interest. In order to eliminate all possible conflicts of interest, we have chosen to operate as an independent financial planning and investment advisory firm with a commitment to offering advice that is only in the best interest of our clients.

     

    Our Fiduciary Commitment

  • The TriCapital Difference

    Long-Term Relationships

    We are passionate about developing long-term relationships with our clients. The needs of our clients are always placed above all other considerations.

  • The TriCapital Difference

    Commitment to Service and Value

    Because we are focused on developing and maintaining long-term relationships with our clients, we constantly strive to find new ways we can provide added value for them. From our relationships with top accounting and legal professionals to our substantial investment in the latest technology, virtually everything we do is structured to enhance our ability to provide superior client service at a fair price so that our clients receive maximum value.
     

  • The TriCapital Difference

    Our People

    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 additional, each of our staff is required to undergo additional training annually in order to stay abreast of new developments.

What We Do

TriCapital is a wealth management firm focused on developing and managing a lifetime retirement income stream for our clients. We specialize in working with retirees or those contemplating retirement, individuals and families involved in an inheritance or other wealth transfer event, and people negotiating their way through a divorce or the loss of a spouse. We understand you and we believe in a very simple philosophy: always put our clients’ interests above everything else.

Our Focus

At TriCapital, our main job is helping our clients’ money outlive them. One important tool we use to measure progress toward this goal is our proprietary Retirement Funding Score (RFS®), a unique way to calculate and communicate the degree to which progress is being made toward developing a lifetime income. Our RFS® is so unique that it is federally trademarked.

GET YOUR RETIREMENT FUNDING SCORE

Client Freedom

Our clients value our integrity and commitment. We aim to build long-term relationships based on trust. With our expertise and fiduciary oversight, we provide personalized financial solutions, instilling confidence in their future. Our goal is to alleviate financial worries, allowing clients to enjoy life and pursue their passions.

Independence and Trust

We believe our clients’ primary need is for objective, completely unbiased advice they can trust is always in their best interest. In order to eliminate all possible conflicts of interest, we have chosen to operate as an independent financial planning and investment advisory firm with a commitment to offering advice that is only in the best interest of our clients.

OUR FIDUCIARY COMMITMENT

Long-Term Relationships

We are passionate about developing long-term relationships with our clients. The needs of our clients are always placed above all other considerations.

Commitment to Service and Value

We are passionate about developing long-term relationships with our clients. The needs of our clients are always placed above all other considerations.

Our People

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 additional, each of our staff is required to undergo additional training annually in order to stay abreast of new developments.

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Our Fees

We Do Better When Our Clients Do Better

TriCapital Wealth Management is a fiduciary advisor which means we serve you without bias toward any product or investment. We are compensated primarily through fees. Our minimum annual fee is $5,000 for ongoing financial planning and investment management. We also offer other compensation arrangements such as an annual retainer for planning-only engagements or whenever a particular client situation calls for it. Financial planning and investment management services carry no specific term and can be terminated at any time. However, all client engagements are entered into with the expectation of developing a long-term relationship.

*Fee Disclosure: Additional compensation may apply in the form of commissions for purchase of individual stocks, bonds and through service fees (12-b-1) for mutual fund transactions. Fees, charges and expenses are detailed in tricapital wealth management, inc.’s adv part 2a item 5.

THERE'S NO TIME LIKE THE PRESENT

Empower Your Wealth with Professional Advice

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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