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Triangle Wealth Management is an SEC registered Investment Advisor serving over 500 families primarily in North Carolina and the Southeast. Triangle was founded in 2000 when Paul D. Reynolds, III and his team chose to leave a large national bank to create a culture focused on the financial needs of families. We specialize in assisting families with developing realistic strategic plans that provide the best opportunity for achieving their long-term financial goals as prudently as possible. Triangle Wealth Management is 100% employee owned.
Our team includes experts who have worked at the highest level in the financial industry yet prefer the small firm culture. We work with clients from ages 1 – 104. Our typical clients are retirees, business owners, professionals, and families who value the personal attention that can be absent in larger firms. Clients are often drawn to our firm when they are going through some type of personal or life transition. Retirement planning, marriage, parenthood, sale of a business, divorce, loss of a spouse, or inheritance are just a few of the catalysts we commonly see in clients seeking our advice. We have learned that achieving a family’s financial goals is more a function of listening and asking questions than it is about picking stocks.
We provide clients with structure, clarity, confidence, and reassurance as they move toward the next phase of life. Our clients value our honesty, integrity, transparency, and genuine concern for their well–being.
Our passion is to share our experience and expertise to give every family the personal attention, care and concern, unbiased and objective advice they would expect if they were the only family we serve.
Company Details
- Employees
- 10
- Founded
- -
- Address
- 1301 Annapolis Drive, Raleigh,north Carolina 27608,united States
- Phone
- +1-9198383221
- co****@****ies.com
- Industry
- Financial Services
- Website
- trianglesecurities.com
- Keywords
- Retirement Lifestyle Planning, Discretionary Portfolio Management, Retirement Accumulation Planning, Social Security IRA & Pension Distribution Planning, Life Insurance Needs, Transfer of Wealth and Asset Protection Strategies, Education Planning, Cash Management.
- HQ
- Raleigh, North Carolina
Triangle Wealth Management Questions
Triangle Wealth Management's helpline number is +1-9198383221
Triangle Wealth Management's website is trianglesecurities.com
Triangle Wealth Management's LinkedIn profile is https://www.linkedin.com/company/triangle-securities-wealth-management
Triangle Wealth Management has
10 employees.
View email and phone details for 10
employees at Triangle Wealth Management.
Triangle Wealth Management's industry is
Financial Services
Triangle Wealth Management's top competitors are
Analystprep,
Invictus Talent Solutions,
Edhas Wealth Private Limited,
Patton Albertson & Miller,
Advisorengine,
Bionic Turtle,
Hatteras Investment Partners,
Aristobizz,
Abrigo,
Beacon Financial.
Triangle Wealth Management's support email address is contact@trianglesecurities.com
Triangle Wealth Management's categories are Financial Services
Triangle Wealth Management's founding year is 2000
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Top Triangle Wealth Management Employees
-
Darren Ford, CFA, CAIA
Portfolio Manager
Raleigh-Durham-Chapel Hill Area, United States, United States2advisorengine.com, abrigo.com -
Kathleen Burkett
Managing Director Triangle Wealth…
Raleigh, North Carolina, United States, United States1trianglesecurities.com2 +191983XXXXX
-
Scott Loyek
Managing Director At Triangle Wealth…
Raleigh, North Carolina, United States, United States1trianglesecurities.com2 +191983XXXXX
-
Deborah Kaufman (Gellady)
Cfo At Triangle Wealth Management
Raleigh, North Carolina, United States, United States2trianglesecurities.com, aol.com4 +191983XXXXX
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