How does the advisor help clients – Key Takeaways:
TRIANGULUM WEALTH MANAGEMENT is a team of financial experts who provide personalized and comprehensive wealth management services to their clients. Their approach is built on strong relationships and in-depth financial knowledge, allowing them to cater to the unique needs and goals of each individual client.
Here are the key takeaways on how this financial advisor helps their clients:
- They offer customized financial plans that are tailored to each client’s specific goals and risk tolerances.
- They provide ongoing monitoring and review of investments to ensure they align with the client’s objectives.
- Their team of experts has a deep understanding of financial markets and can provide valuable insights and advice.
- They focus on building long-term relationships with clients, offering continuity and stability in their financial planning.
Facts and Insights
It’s important to understand the background and history of a financial advisor to ensure they have the experience and expertise to handle your investments. Here are some key facts and insights about TRIANGULUM WEALTH MANAGEMENT:
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management: | $1.5 billion (as of 2020) |
|---|---|
| Number of Advisors: | 14 |
| Time in Business: | Founded in 2005, with over 15 years of experience |
Financial Services Offered
TRIANGULUM WEALTH MANAGEMENT offers a wide range of financial services to help their clients achieve their financial goals. These services include:
- Wealth management and financial planning
- Retirement planning
- Tax planning and preparation
- Estate planning
- Risk management and insurance
- Education planning
- Charitable giving
Client Types
TRIANGULUM WEALTH MANAGEMENT caters to a diverse range of clients, including high-net-worth individuals, families, and businesses. They also have experience working with clients in various industries and professions.
Additionally, they offer specialized services for women investors and those in the LGBTQ+ community, recognizing the unique financial needs of these groups.
Fees & Compensation
As a fiduciary, TRIANGULUM WEALTH MANAGEMENT is legally obligated to act in the best interests of their clients. This means they do not receive commissions or incentives for recommending certain investments, ensuring an unbiased approach to managing client assets.
Their fees for services are transparent and based on a percentage of assets under management, aligning their interests with those of their clients.
Background
The team at TRIANGULUM WEALTH MANAGEMENT has a diverse and impressive background in finance and wealth management. They have a combined experience of over 50 years and hold various certifications, including CFP® (Certified Financial Planner) and CPA (Certified Public Accountant).
They are committed to continuous learning and staying updated on the latest industry trends and strategies to better serve their clients.
Financial Advisor Disclosures to Know
It’s essential to be aware of any potential conflicts of interest or past disciplinary actions when choosing a financial advisor. TRIANGULUM WEALTH MANAGEMENT discloses any relevant information through their Form ADV, which is available on their website and through the SEC’s Investment Adviser Public Disclosure (IAPD) database.
Their Form ADV includes information on their business practices, fees, services, and any disciplinary history. It’s recommended to review this document before working with any financial advisor to ensure full transparency and trust in the relationship.