The firm was established in 1999 by Randy White with a simple vision: to assist our clients in accomplishing their financial goals by providing the highest quality advice available. Above all, we always put the client's needs first and deeply value the relationships that have formed as a result of that philosophy. Our customized wealth management process is so unique that it has received trademarks from the United States Patent and Trademark Office. As a result, we are uniquely qualified to provide wealth management solutions customized to your personal situation that communicate your progress toward your goals simply and effectively. We define our success very simply: the degree to which our clients make progress toward and achieve their financial goals. *Advisory Services are offered through TriCapital Wealth Management, Inc. Securities offered through Triad Advisors memberFINRA/SIPC. TriCapital Wealth Management, Inc. is not affiliated with Triad Advisors.