Triangle Wealth

Where Families Invest

Triangle Wealth Management, privately owned and headquartered in Raleigh, NC, proudly operates as an advocate for its multigenerational clients, providing unbiased and objective advice on how to build, preserve, enjoy, and transfer your family’s worth.

Founded in 2000 as an alternative to the large national financial institutions that emphasize investment products, we focus on offering comprehensive wealth management strategies and the highest level of personal attention necessary in fostering long term, trusted relationships for generations to come.

We welcome you to learn more about our approach and to contact us for a consultation.


  • Independence
  • Genuine Care & Concern
  • Trust & Integrity
  • Objectivity
  • Passion

We invite you to visit our office and to experience the difference!