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Tricapital Financial Group
TriCapital Financial Group - Charlotte, NC - A wealth management firm committed to helping our clients build wealth.
| Address | 6000 Fairview Rd Ste 525 Charlotte, NC 28210-3101 |
| Phone | (704) 571-8778 |
| Website | www.tricapitalgroup.com |
Welcome to TriCapital Financial Group.
TriCapital is one of Charlotte's most respected financial planning and investment management firms. The firm was established in 1999 by Randy White with a simple vision: to assist our clients in accomplishing their financial goals by providing the highest quality advice available. Above all, we always put the client's needs first and deeply value the relationships that have formed as a result of that philosophy.
Our customized wealth management process is so unique that it received a trademark from the United States Patent and Trademark Office. As a result, we are uniquely qualified to provide customized wealth management solutions to your personal situation and would like to tell you more about OUR PHILOSOPHY.
Our success is measured by the degree to which our clients achieve their financial goals.
Educate yourself on a variety of financial topics.
A host of financial tools to assist you.
Timely Newsletters to help you stay current.
Animated presentations to help you learn and decide.
Ideas to help simplify everyday finances.
Manage your taxes and prepare for the upcoming tax season.
Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
Use this calculator to estimate the cost of your childs education, based on the variables you input.
Capital Gains Taxes
Estimate short-term and long-term federal capital gains taxes
How much would your monthly lease payment be?
More Calculators →
Is It Ever OK to Make Early Withdrawals?
There are few ways to sabotage your retirement goals more effectively than tapping your retirement assets before you reach age 59.
The Growing Popularity of Preferred Stocks
Investors may be attracted to "preferreds" because they are a potential source of dividend income. Preferred stocks have evolved in recent years as the demands of investors have changed.
Can You See Your Business as a C Corp?
When you opened or purchased your business, you may never have dreamed that one day you'd be at the helm of a corporation. But if your business has become so profitable that you are ready to consider new ways to manage your tax burden, it could be time to consider incorporation.
A Question of Identity
The Federal Trade Commission estimates that up to 9 million Americans are victims of identity theft each year. Education is the first step to help protect yourself from ID theft. Take this short quiz to see how much you know.
More Newsletters →
Market data delayed per exchange rules.
All quotes are in US Eastern Time (EST).
Interactive Data Corporation. (NYSE:IDC)
Securities and advisory services offered through Financial Network Investment Corporation, member FINRA, SIPC.
Advisory services are offered through TriCapital Financial Group, Inc.
TriCapial Financial Group, Inc., is not affiliated with Financial Network
We are licensed to sell Insurance Products in the following states:
California, Missouri, New Mexico, North Carolina, Oregon, Texas.
Florida,Minnesota, North Carolina, New York, South Carolina, Virginia.
We are licensed to sell Insurance Products in CA,MO,NM,OR,TX.
TriCapital is one of Charlotte's most respected financial planning and investment management firms. The firm was established in 1999 by Randy White with a simple vision: to assist our clients in accomplishing their financial goals by providing the highest quality advice available. Above all, we always put the client's needs first and deeply value the relationships that have formed as a result of that philosophy.
Our customized wealth management process is so unique that it received a trademark from the United States Patent and Trademark Office. As a result, we are uniquely qualified to provide customized wealth management solutions to your personal situation and would like to tell you more about OUR PHILOSOPHY.
Our success is measured by the degree to which our clients achieve their financial goals.
Educate yourself on a variety of financial topics.
A host of financial tools to assist you.
Timely Newsletters to help you stay current.
Animated presentations to help you learn and decide.
Ideas to help simplify everyday finances.
Manage your taxes and prepare for the upcoming tax season.
Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
Use this calculator to estimate the cost of your childs education, based on the variables you input.
Capital Gains Taxes
Estimate short-term and long-term federal capital gains taxes
How much would your monthly lease payment be?
More Calculators →
Is It Ever OK to Make Early Withdrawals?
There are few ways to sabotage your retirement goals more effectively than tapping your retirement assets before you reach age 59.
The Growing Popularity of Preferred Stocks
Investors may be attracted to "preferreds" because they are a potential source of dividend income. Preferred stocks have evolved in recent years as the demands of investors have changed.
Can You See Your Business as a C Corp?
When you opened or purchased your business, you may never have dreamed that one day you'd be at the helm of a corporation. But if your business has become so profitable that you are ready to consider new ways to manage your tax burden, it could be time to consider incorporation.
A Question of Identity
The Federal Trade Commission estimates that up to 9 million Americans are victims of identity theft each year. Education is the first step to help protect yourself from ID theft. Take this short quiz to see how much you know.
More Newsletters →
Market data delayed per exchange rules.
All quotes are in US Eastern Time (EST).
Interactive Data Corporation. (NYSE:IDC)
Securities and advisory services offered through Financial Network Investment Corporation, member FINRA, SIPC.
Advisory services are offered through TriCapital Financial Group, Inc.
TriCapial Financial Group, Inc., is not affiliated with Financial Network
We are licensed to sell Insurance Products in the following states:
California, Missouri, New Mexico, North Carolina, Oregon, Texas.
Florida,Minnesota, North Carolina, New York, South Carolina, Virginia.
We are licensed to sell Insurance Products in CA,MO,NM,OR,TX.
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