About Us
We are passionate about sharing our experience and expertise to help improve the lives of the families we serve.
Our independence allows us to provide unbiased advice.
Triangle was founded over two decades ago as an independent investment advisory firm focused on serving the financial needs of families. We wanted to be free to act in each family’s best interest, provide objective advice, and build multi-generational relationships based on mutual trust and respect.
Our passion is giving families peace of mind knowing they have a trusted advocate, someone who is caring, and competent. An experienced professional guiding their financial future both now and for generations to come.
Our Core Values
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Independence
We are a Registered Investment Advisor with the Securities and Exchange Commission.
We are held to the fiduciary standard of always putting our clients’ best interests first.
Triangle Wealth Management is and plans to remain 100% employee-owned.
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Integrity
We have a team of 14 professionals and over $1 Billion of assets under management.
Our team of experienced financial professionals value independence, client relationships, and team collaboration.
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Care and Concern
Unlike most firms, we do not have a minimum asset level requirement.
We have learned that achieving a family’s financial goals is a function of asking questions, listening, and developing a unique plan for each family.
We come to work every day humbled by the trust and confidence our clients place in us and are dedicated to living up to their expectations.
Our Commitment:
Serve your interests first and maintain complete confidentiality.
Be your advocate by providing the resources and unbiased advice to make informed choices.
Partner with you to create and implement a customized financial plan.
Base our investment decisions on the risk-adjusted returns of the entire portfolio.
Ensure your family’s best interests are behind every decision we make.
Focus on the things that we can control - asset allocation, expenses, and taxes.
Charitable Giving
Each month a member of our team selects an organization to support. All employee donations are then matched by Triangle. Below are some of the organizations selected and supported by our team this year.
