Wealth Building Through Education

Triangle Capital Investments is focused on wealth building through education. From our initial assessment interview to through your life path, ensuring you understand the various strategies and financial tools to use builds your confidence to navigate any market condition.

Our Mission

“Empowering you to build and protect your financial position through transparent and sound money management guidance and education.”

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Financial Planning Process

We start with an interview or “financial planning consultation” to learn what makes you tick.

Understanding your lifestyle and how you envision your future helps us customize your path to building wealth. We’ll discuss:

  • Immediate & long term goals
  • Your risk tolerance
  • Retirement age & expectations
  • Expected & unexpected life changes
  • An inventory of your current portfolio

Every person’s situation and end goal is different so there should never be a “one size fits all” approach. As we move along together, we’ll customize a plan to focus on your financial aspirations and how to best protect them.

Free Consultation

Let’s talk about your future

Schedule a free financial consultation for a review of your current portfolio or how, together, we can build a customized plan specific to your needs.

Schedule an Appointment

Or Start with our
Financial Goals Assessment