Who We Help

While we work with clients of all ages, many are retirees, business owners, professionals, and multi-generational families who value personal relationships.

People are typically introduced to us by our existing clients because they are experiencing a personal or life transition and realize the need for professional financial planning and investment advice.

How We Help

Your financial plan serves as the foundation, as well as the context in which we view all financial decisions. We believe this is the best way to establish a personalized investment strategy that can be applied consistently, helping you meet your financial goals both now and for generations to come.

Why We are Different

At Triangle, each family has their own team of specialists including a relationship manager, a financial planner, a portfolio manager, and a client service associate. We operate in a no-pressure, fully transparent, relaxed environment.

We devote time to providing our clients with an understanding of what they own and why. Clients value our family-oriented culture, integrity, and genuine concern for their well-being.