TriCapital Wealth Management

TriCapital Wealth Management is a Charlotte, North Carolina–based wealth management firm founded in 1999 by Randy White. The firm helps clients build and manage wealth for their lifetimes and beyond, with a focus on personalized planning, long-term relationships, and advice centered on clients’ interests. As a Registered Investment Adviser, TriCapital describes its approach as fiduciary and emphasizes coordinated financial management rather than one-size-fits-all solutions.

Its services include pre-retirement analysis, retirement planning, wealth management, asset and investment management, transition planning, estate planning, insurance and risk management, family financial planning, and trust and inheritance management. The firm works with people approaching or living in retirement, as well as those navigating sudden wealth, divorce, or the death of a spouse. TriCapital also provides educational resources and market insights to help clients make informed financial decisions. Prospective clients can arrange a complimentary introductory meeting to discuss their goals and determine whether the firm’s services are a suitable fit. Advisory services are offered through TriCapital Wealth Management, while securities are offered through Osaic Wealth, Inc.