Wealth Management
Goals Based Wealth Management
A successful wealth management plan is a collaborative effort. We will prepare one for you, but the “we” includes you and your honest, open, and realistic input along with your feedback along the way.
We begin by asking a lot of questions as we seek to understand your dreams, goals, and wealth management needs. Our approach is comprehensive. Once we agree on a wealth management strategy, we will move forward with implementation and then frequently measure progress to make any needed adjustments.
We welcome the opportunity to speak with you!
At TriCapital, we believe in tailoring each investment portfolio to our clients' individual needs and circumstances, taking into account essential factors such as age, investment time horizon, required potential returns to achieve goals, comfort with fluctuations in account value, income needs, and the presence of emergency reserves. By considering these key aspects, we ensure that our clients receive personalized and well-suited wealth management solutions that align with their unique situations and aspirations.
For high net worth individuals, tax season is always on the radar. We handle your tax preparation year-round, easing the burden of the April 15th and October 15th deadlines. Our services include managing historical documents, coordinating tax planning, handling estimated quarterly payments, implementing tax minimization strategies, and efficiently organizing electronic information. With our proactive approach, tax worries become a thing of the past.
At TriCapital, we understand that estate planning is about controlling how your wealth is distributed to beneficiaries effectively and tax-efficiently. No matter the size of your estate, we can help you develop and implement customized plans to maximize your family's wealth. While we don't offer legal services, we provide experienced advice on all estate matters, ensuring your estate plan reflects your exact wishes and needs. Let us help secure your financial legacy for the future.
Insurance is all about transferring risk. The more risk you want an insurance company to handle, the higher the cost they'll charge you. We help you determine the appropriate amount and type of risk coverage through need-based analysis, sometimes involving an insurance professional at no extra cost. Let us guide you to the best insurance solutions for your situation.
At TriCapital, we believe in tailoring each investment portfolio to our clients' individual needs and circumstances, taking into account essential factors such as age, investment time horizon, required potential returns to achieve goals, comfort with fluctuations in account value, income needs, and the presence of emergency reserves. By considering these key aspects, we ensure that our clients receive personalized and well-suited wealth management solutions that align with their unique situations and aspirations.
For high net worth individuals, tax season is always on the radar. We handle your tax preparation year-round, easing the burden of the April 15th and October 15th deadlines. Our services include managing historical documents, coordinating tax planning, handling estimated quarterly payments, implementing tax minimization strategies, and efficiently organizing electronic information. With our proactive approach, tax worries become a thing of the past.
At TriCapital, we understand that estate planning is about controlling how your wealth is distributed to beneficiaries effectively and tax-efficiently. No matter the size of your estate, we can help you develop and implement customized plans to maximize your family's wealth. While we don't offer legal services, we provide experienced advice on all estate matters, ensuring your estate plan reflects your exact wishes and needs. Let us help secure your financial legacy for the future.
Insurance is all about transferring risk. The more risk you want an insurance company to handle, the higher the cost they'll charge you. We help you determine the appropriate amount and type of risk coverage through need-based analysis, sometimes involving an insurance professional at no extra cost. Let us guide you to the best insurance solutions for your situation.
Retirement Funding Score (RFS®)
Our trademarked Retirement Funding Score (RFS®) provides a snapshot of your current retirement funding status relative to your goals. With an accurate RFS®, we empower our clients to visualize their current status, projected future retirement funding trajectory, and potential adjustments needed to align their financial status with their
goals.
THERE'S NO TIME LIKE THE PRESENT
Your Wealth, Our Expertise
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.
