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Why work with Triangle Wealth Management SM
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 Fiduciary Role.
We recognize our clients place us in a position of trust and good faith whether we are designing and implementing a group retirement plan, or providing private wealth management. As such, we treat our role as that of fiduciary and act in a manner appropriate with that level of responsibility.
 Cost Minimization.
We believe every effort should be made to minimize costs - especially in an economic environment with lower overall returns than we have experienced in the past.
 Full Disclosure.
The securities industry is moving in the direction of increased transparency. Triangle Wealth Management LLCSM supports this and indeed our clients receive an explanation that fully discloses fees required by law as well as costs involved that may not have been considered but may impact a portfolio's performance. Financial planning should only be done with full disclosure.
 No Conflicts of Interest.
Triangle Wealth Management LLCSM does not receive any remuneration from sources other than our clients as outlined explicitly in a client agreement. This means we don't receive commissions, bonuses, hidden fees, vacation trips, or any other source of remuneration.
 Disciplined Process.
Triangle Wealth Management LLCSM will work with you to develop a wealth management plan to help you meet your objectives. This plan will include an Investment Policy Statement that will capture your goals, objectives, and risk tolerance. We will refer to this document when the market's weapons of fear and greed strike - just as they did in 1998 through 2003. Too many individuals fail to earn the capital market rates of return for their portfolio because they succumb to fear and greed, and as a result generate too much trading activity in their portfolio.
 Personal Service.
We are purposefully building Triangle Wealth Management LLC to have fewer clients than the industry average, but with more investable assets per client than the industry average. This allows us to spend more time with our clients and thus offer a higher level of personal service - whether it is via financial planning or asset management.
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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 Ameritrade for custody and brokerage services. TWM receives no remuneration from Ameritrade indirectly for services provided to clients. All fees (custody, trading, any other) charged by Ameritrade 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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