Our Services
Selecting a firm to help manage your financial future takes trust, care, and diligence.
Developing a financial plan means more than just “picking” investments. It requires collaboration, trust, respect, communication, and understanding. As you select your financial partner consider:
The people you will be working with and their experience.
The Firm’s ability to provide independent advice tailored to your complex needs.
Your ability to create lasting relationships built upon genuine trust and respect.
The Firm’s partners and resources who help safeguard your assets.
Developing your strategic financial plan
Our planning process begins by listening. We seek to understand your needs, goals, and current circumstances. We then work alongside you to develop a financial plan that will serve as the framework for your financial future. Your unique plan is dynamic and as the story of your life evolves, your plan is revisited, revised, and updated to help you achieve your goals. We act as your behavioral coach to help guide you on your journey toward well-being and financial security.
Our comprehensive financial planning and portfolio management services are customized to meet your complex needs.
Our team brings over 250 years of collective experience in the financial industry. We have a passion for helping families define and organize their financial future and we value goal-oriented financial planning, exceptional client service, and clear, concise communications.
“Triangle Wealth Management was founded to be an independent and objective voice for the financial needs of families. Integrity, trustworthiness, and the desire to achieve peace of mind, are key attributes of the partnerships we build with clients. It is very gratifying and humbling to help families achieve their long-term financial success.”
— Paul D. Reynolds, III, President and Founder
Our services include:
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Review of goals, expenses, and budgeting
Review of income sources
Planned large expenses
Emergency funding
Mortgage review
Dollar-cost averaging
Debt management
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Retirement goal setting and bucket list items
Maximizing employer-sponsored retirement plans
IRA and Roth IRA contributions and conversions
Social security analysis
Healthcare expense planning
Insurance needs analysis
RMD and withdrawal optimization strategies
Pension distribution strategies
Long-Term Care (LTC) & Continuing Care Retirement Communities (CCRC) planning
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Strategic asset allocation
Asset location
Investment manager and security selection
Cost-effective implementation (expense ratios)
Stock concentration
Rebalancing
Risk management
Performance evaluation and reporting
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Tax sensitive investment
Asset location
Review of cost basis and gains
Carry forward losses
Capital gains harvesting
Online access to tax documents
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Qualified Charitable Distribution
Gifting Appreciated Stock
Donor Advised Funds
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College Planning
529 Savings Plans
UGMA / UTMA
Roth IRA
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Review of Estate Plan
Titling and beneficiary designations
Estate organizer
Annual gifting strategies
Trust strategies
Coordinate family meetings with tax and legal advisors
Estate administration and distribution