Wealth Management professionals

What We Do

We walk you through how to make smarter money management decisions no matter your goals. Educating you is paramount to our success as a sound financial advisor of the highest standard.

We want you to be confident by teaching you how to build wealth through a wide arrangement of investments, retirement accounts, insurance, and asset protection vehicles.

What we do

A Financial Partner

Think of us as a partner in your financial growth, not just an advisor. As Certified Financial Planners™ (CFP®) and “fiduciaries”, we have extensive knowledge in numerous wealth strategies as well as a legal (and for us, moral) obligation to hold your interest in success above our own.

Let’s talk about your goals and where you want to be financially next year, 10 years from now, or in retirement. Together, we’ll build a model you can customize specific to your needs.

Our Philosophy

Why Triangle?

Triangle isn’t just a name. We envisioned this name to highlight three core elements of financial consulting: research, transparency, & relationship building. These principles are what guide our service to all clients.

HOW WE PLAN

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Experienced advisors

Certified Financial Planners™ with extensive knowledge & wealth strategies

Let us show you how to plan, what to plan for, and what investment vehicles will help you achieve, then exceed your financial goals.

Meet your advisors

Our specialities

Our Philosophy

Building wealth through education. Build confidence & learn what will help you reach your goals.

Partnering with a financial planner is a big decision. Triangle Capital Investments is focused on wealth building through education & is excited to help you reach your financial goals.