Investment Advisor for Doctors
Triangle Wealth Management® provides ongoing investment management and financial planning service to Physicians and Dentists. A considerable portion of our client-base works in the medical field. We find that many Doctors want to know the rationale in an ongoing investment strategy, want an advisor that will explain it in detail, and keep them informed of economic events that impact investment strategy. Clients receive communications about economics and/or investing from Triangle Wealth Management® at least weekly.
Having published many articles in multiple national and state medical news journals and done speaking engagements at national and state medical conferences, we have acquired a knowledge of the medical industry far exceeding that of most advisors. Medical Economics recognizes the unique value we bring and has interviewed Jeff Seymour, quoted him half a dozen times, and named him one of their best financial advisors for doctors.
Ongoing investment management is provided via a flat fee, and financial planning is provided on a project basis for a fee.
The minimum fee for new clients is $900/quarter based on $400,000 in assets. We recognize that this may not fit the budget of all investors. Triangle Wealth Management is purposefully built to cater to the needs of those with significant wealth.
We have clients in several states, and accept new clients outside of North Carolina.
Triangle Wealth Management® is one of the few Registered Investment Advisor practices in North Carolina that has been interviewed or published by several national financial news organizations:
- Medical Economics
- CNBC TV
- The Wall St Journal
- Dow Jones Newswires
- Bloomberg
- Business Week
- Kiplinger
NAPFA