Our Services

We believe it takes an enormous amount of care and due diligence to find someone you can trust to help you plan and invest for your family’s future.  The most important things to consider are:

• The people you will be working with and their experience
• Their ability to provide advice tailored to your complex needs
• The relationship you can expect to have with them
• The use of an independent custodian to safeguard your assets

Collectively, the Triangle Wealth Management team has over 250 years of experience in the financial services industry and all have a passion for serving and helping families to coordinate their financial affairs. Like our clients, we value goal oriented financial planning, an exceptional level of service, and detailed communication with an emphasis on customized wealth management strategies and advice.

Our services include:

• Financial Planning
  • Retirement Lifestyle planning
  • Social Security Analysis
  • IRA & Pension distribution strategies
  • Income tax strategies
  • Education funding strategies
  • Life insurance needs analysis
  • Transfer of wealth and asset protection strategies
  • Continuing Care Retirement Community and Long-Term Care analysis
• Strategic & Tactical Allocation
• Portfolio Tax Efficiency Construction
• Investment Manager Selection
• Performance Evaluation & Reporting
• Family Education