Fee-Only Financial Planning and Investment Advice
- We act in your best interest at all times and sign a fiduciary oath.
- No commissions. No product sold. No conflicts of interest.
Triangle Wealth Management is focused on delivering value to clients and being accessible to them. For these reasons, we have clients with considerably more assets than the industry average, and considerably fewer clients than the industry average. To ensure we continue to grow a practice that meets our client needs, we have a new client minimum of $400,000 in managed assets for individuals in the greater Raleigh / Cary / Chapel Hill / Durham / RTP area, and $1M in managed assets outside that area.
Why Work with Triangle Wealth Management
Clients are attracted to these qualities:
- Long term results with low volatility, and preservation of principal.
- Transparency. Know what your investments are and why you own them.
- Liquidity. Wide use of Exchange Traded Funds (ETFs).
- It is as important to avoid large losses as it is to seek gains.
- Investment strategy is not buy & hold.
- Model portfolios are used that are not static. Portfolios adapt to economic conditions.
Have the last few years of investing been too exciting?
We Prefer Boring
As of Dec. 31 2009, TWM client aggregate return since January 1, 2005 is +18.6% while the S&P500 (VFINX proxy) has returned +1.0%
Financial Service Offerings:
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Straight from CNBC’s Morning Call TWM's Jeff Seymour
NAPFA
