Triangle Securities Who We Are

Our Team

Our firm's sole proprietary product is objective advice.

As an independent Registered Investment Advisor, we at Triangle Securities Wealth Management do not foster affiliations that create incentives to recommend specific products, rather, we are entitled to complete impartiality and are free to recommend investments specifically suited to goal-oriented financial planning best matched to our clients’ needs.

From our relationship managers, to our investment strategists and our registered client service professionals, we promise customized planning and personalized services to our clients in a confidential relationship built upon mutual trust, confidence, respect, and reliability. Collaborating as a team, our diverse backgrounds with both large and small firms enhance our ability to provide sound advice, niche expertise, and immediate accessibility.