Partner with Experience

Protect your growth

Triangle Capital Investments partners with you to identify your liquidity expectations, risk tolerance, and long-term goals, to build a portfolio to weather any market, navigate complex tax events, and protect your asset growth to be more financially stable.

the right guidance

Build your financial confidence

Our primary goal as wealth managers is to build a strong portfolio of sound financial growth tools that puts your money at work towards your goals.

grow & Learn

Power through education

We’ll help build your confidence by ensuring you understand how each product enables your financial growth. As you learn the pros and cons of various investment vehicles, you can better understand the methodologies used to achieve stable growth.

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Triangle Friendly FamilyMeeting

What to expect from a financial consult

A financial advisor will have some questions to help get you on a path to your goals. Learn what to expect from a financial consultation with and a few things to know before you interview an advisor.

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Tax Free Retirement Options

Learn a few additional methods to protect your retirement growth and lower your tax burden at the same time.

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Let’s discuss your future

Together, we’ll build a plan customized to your needs.

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.