Triangle Wealth Management
Financial Services • 
Raleigh, North Carolina, United States • 1-10 Employees
Company overview
| Headquarters | 1301 Annapolis Drive, Raleigh, North Carolina 27608, US |
| Phone number | +19198383221 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Education Planning, Cash Management, Discretionary Portfolio Management, Retirement Accumulation Planning, Retirement Lifestyle Planning, Life Insurance Needs |
| Founded | 2000 |
| Employees | 1-10 |
| Socials |
Key Contacts at Triangle Wealth Management
Kathleen Burkett
Managing Director, Personal Financial Planning
Scott Loyek
Managing Director
Deborah Kaufman Gellady
Chief Financial Officer, Managing Director
Triangle Wealth Management Email Formats
Triangle Wealth Management uses 4 email formats. The most common is {first initial}{last name} (e.g., jdoe@trianglesecurities.com), used 60% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@trianglesecurities.com | 80% |
{first initial} | j@trianglewealth.com | 10% |
{first name}{last name} | johndoe@trianglewealth.com | 10% |
About Triangle Wealth Management
Triangle Wealth Management is an SEC registered Investment Advisor serving over 500 families primarily in North Carolina and the Southeast. Triangle was founded in 2000 when Paul D. Reynolds, III and his team chose to leave a large national bank to create a culture focused on the financial needs of families. We specialize in assisting families with developing realistic strategic plans that provide the best opportunity for achieving their long-term financial goals as prudently as possible. Triangle Wealth Management is 100% employee owned. Our team includes experts who have worked at the highest level in the financial industry yet prefer the small firm culture. We work with clients from ages 1 – 104. Our typical clients are retirees, business owners, professionals, and families who value the personal attention that can be absent in larger firms. Clients are often drawn to our firm when they are going through some type of personal or life transition. Retirement planning, marriage, parenthood, sale of a business, divorce, loss of a spouse, or inheritance are just a few of the catalysts we commonly see in clients seeking our advice. We have learned that achieving a family’s financial goals is more a function of listening and asking questions than it is about picking stocks. We provide clients with structure, clarity, confidence, and reassurance as they move toward the next phase of life. Our clients value our honesty, integrity, transparency, and genuine concern for their well–being. Our passion is to share our experience and expertise to give every family the personal attention, care and concern, unbiased and objective advice they would expect if they were the only family we serve.
Triangle Wealth Management revenue & valuation
| Annual revenue | $1,042,751 |
| Revenue per employee | $105,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $3,400,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Triangle Wealth Management has 7 employees across 4 departments.
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Number of employees
Funding Data
Triangle Wealth Management has never raised funding before.
Triangle Wealth Management Tech Stack
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