Caroline Zuendel's Colleagues at Triangle Wealth Management
Caroline Zuendel's Contact Details
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Cary, North Carolina, United States
Triangle Wealth Management
Caroline Zuendel's Company Details
Triangle Wealth Management is an Investment Advisor registered with the Securities and Exchange Commission 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 in relationships based on mutual trust and respect. We specialize in assisting families with developing a realistic strategic plan, one that provides the best opportunity for achieving their long-term financial goals as prudently as possible. As a Registered Investment Advisor, we are held to the fiduciary standard. 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 environment that provides greater client interaction. We work with clients from ages 1 – 104. Our typical clients are retirees, business owners, professionals and families who value the personal attention that is absent in larger firms. Clients are often drawn to our firm as 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 picking stocks.We provide clients 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.