Disclosure
Triangle Wealth Management SM, LLC (TWM) is a Registered Investment Advisory firm located in Cary, North Carolina. We do not provide investment advice from this website. The website is intended to provide general information about our services. The website provides copies of articles we have published and retained copyright. Advice is only provided when:
1. We provide a disclosure statement to the client.
2. Execution of Engagement Agreement, Investment Advisory Agreement, and Asset Management Agreement is done.
3. Payment of a planning or investment advisory fee is received.
TWM will conduct business in states where it is registered. TWM will provide a copy of our fee schedule upon written request. We make no representation for the accuracy of information provided on sites linked to our website.
TWM uses Schwab Institutional for custody and brokerage services. TWM receives no remuneration from Schwab Institutional indirectly for services provided to clients. All fees (custody, trading, any other) charged by Schwab Institutional on the client’s account are direct, and in no way involve TWM. TWM will not have custody and will not have discretion of client assets.
TWM may recommend Mutual Funds from Dimensional Fund Advisors (DFA). TWM receives no remuneration whatsoever from DFA. TWM is in no way affiliated with DFA. Doctorwealth.com LLC is owned by Triangle Wealth Management LLC.
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