Triangle Wealth Management Email Format

Financial ServicesNorth Carolina, United States11-50 Employees

Triangle Wealth Management is an SEC-registered investment advisor based in Raleigh, North Carolina. Founded in 2000 by Paul D. Reynolds III and his team after leaving a large national bank, it emphasizes a culture focused on addressing families' financial needs and is 100% employee-owned. 

The firm serves more than 500 families, primarily in North Carolina and the Southeast, and works with clients across a wide age range. Its typical clientele includes retirees, business owners, professionals, and families who value personal attention and a small-firm culture. The practice emphasizes listening and thoughtful questioning to establish clear, realistic plans that help clients reach long-term goals with prudent management.

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