TriCapital Wealth Management
Investing
Why pick this one
TriCapital Wealth Management was founded in 1999 and offers a fiduciary commitment to client interests while providing personalized financial management.
Best for
- retirement planning
- managing sudden wealth
- financial planning during life transitions
Look elsewhere if
- looking for low-cost investment options
- short-term financial advice
Specialties
- pre-retirement analysis
- retirement planning
- estate planning
- transition planning
- investment management
Certifications
- Registered Investment Adviser (RIA)
- Certified Financial Planner (CFP)
- Retirement Income Certified Professional (RICP)
- Chartered Retirement Planning Counselor (CRPC)
- Chartered Mutual Fund Counselor (CMFC)
What makes them different
- fiduciary commitment to client interests
- offers complimentary 'Get Acquainted' meeting
- focus on building long-term relationships
- personalized and coordinated financial management
- emphasis on ethically sound advice
- Years in business
- 24
- Serves
- Charlotte
Distilled from this business's own website.
Contact & Location
- Address
- 6115 Park South Dr, Charlotte, NC 28210-0104
- Phone
- +17045718778
- Website
- http://www.tricapitalwealthmanagement.com/
- admin1@tricapitalgroup.com
Services
- wealth management
- financial advising
- asset management
- insurance & risk management
- family financial planning