Investments for Individuals

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Triangle Wealth Management provides ongoing investment management and financial planning service to individuals. Investment management is provided via a flat fee, and financial planning is provided on a project basis for a fee. Clients receive communications about economics and/or investing from Triangle Wealth Management at least weekly.

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: