TriCapital Wealth Management

08/24/2026

Taxes are one part of the retirement planning picture. A thoughtful lifetime income strategy considers how different income sources work together over time. 📊


https://monkeylink.co/ac4108

Learn why reviewing beneficiary designations after major life events can help keep your financial plan aligned with your goals and intentions.

07/27/2026

Retirement planning involves more than account balances alone. Understanding your Retirement Funding Score® may provide a valuable perspective as you evaluate your next steps. 📅📊
Schedule a conversation today.



https://monkeylink.co/d168ee

Learn what a Retirement Funding Score® measures, how it fits into retirement planning, and what it may reveal about your financial future.

07/06/2026

TriCapital Wealth Management is hiring for a Front Desk position.
We are looking for a friendly, organized, and detail-oriented individual to be the first point of contact for our clients and visitors. If you enjoy working in a professional environment and helping create a welcoming experience, we would love to hear from you.

Interested candidates can apply by sending their resume to [email protected] or calling us at 704-571-8778.

07/06/2026

A Retirement Funding Score® isn't just a number—it's a tool that can help frame discussions about retirement readiness, income planning, and long-term goals. 📘✨



https://monkeylink.co/d168ee

Learn what a Retirement Funding Score® measures, how it fits into retirement planning, and what it may reveal about your financial future.

06/27/2026

✅ If you're in your 50s and haven’t revisited your investment strategy, now is the time.
💬 Talk with the TriCapital team about what’s next.
📞 Schedule your session today
https://monkeylink.co/c9be5e

Managing investments after 50 requires a thoughtful shift in strategy. Here are four key factors to consider as your financial priorities evolve.

06/26/2026

Subscribe to our newsletter for insights on wealth building and securing your financial future. Visit https://monkeylink.co/e3c3ac

06/24/2026

Are you interested in becoming an independent advisor working as a partner with TriCapital Wealth Management Group? Then you should book a 30-minute call with Randy today...

https://monkeylink.co/d8ab3e

06/23/2026

✨ Ready to take a more intentional approach to giving?
We can help you build a plan for aligning charitable giving with your values—one that reflects your goals and integrates with your broader financial life.
📞 Schedule a call with TriCapital Wealth Management today.


https://monkeylink.co/be7d32

A thoughtful strategy starts with your values. Learn how aligning charitable giving with your values can make a lasting difference.

06/20/2026

📞 Your Legacy, Your Way
A financial legacy isn’t one-size-fits-all. It’s about protecting what you’ve built and passing it on in a way that reflects your values. Let’s create a plan that works for you—schedule a consultation today: https://monkeylink.co/b6eefe

What will your legacy be? Whether it’s supporting loved ones, giving back, or building generational wealth, thoughtful planning is key. Start today.

06/19/2026

Life transitions require careful financial consideration. We're here to support and guide you. Book a discovery call today at https://monkeylink.co/427cb4