Triangle Wealth Management

Triangle Wealth Management manages investment portfolios and creates customized financial and investment plans for individuals, families, and institutions. Triangle Wealth Management begins the advisory process by understanding each client's financial resources, goals, and risk tolerance. Services include portfolio analysis, education planning, retirement planning, risk management, and estate preservation. Triangle Wealth Management researches and selects individual stocks, bonds, and mutual funds to build diversified portfolios tailored to each client's needs. The firm monitors portfolio progress on an ongoing basis and provides quarterly performance reports. Triangle Wealth Management generally requires a minimum account size of $100,000, though this can sometimes be negotiated.