Business Details
Your Trusted Financial Advisers in Raleigh, NC
Founded on the principle that financial planning should prioritize relationships over transactions, Triangle Wealthcare has served clients since 2010 with integrity and expertise. Our approach combines over two decades of industry experience with a commitment to personalized service, ensuring every client receives tailored solutions aligned with their unique goals. We specialize in wealth management, estate planning, and retirement strategies, leveraging advanced certifications like LUTCF, CLTC, and FSCP to deliver comprehensive advice.Our team emphasizes transparency, ethical practices, and continuous education, empowering clients to make informed decisions. With a focus on multi-generational planning, we help families and businesses navigate complex financial landscapes while maintaining compliance with regulatory standards. Our dedication to community service and client advocacy solidifies our reputation as trusted advisors in the Raleigh area and beyond.
Services
Financial Planning
Wealth Management
Investment Advisory
Estate Planning
Retirement Planning
Special Needs Planning
Business Succession Strategies
Education Funding
Portfolio Management
Charitable Gifting
Highlights and features
- Over 20 years of experience in financial services industry
- Certified experts with LUTCF, CLTC, and FSCP designations
- Client-focused approach prioritizing individual needs
- Multi-generational planning expertise for family wealth continuity
- Transparent fee-based advisory model with no hidden costs
Associations and certifications
- Registered Investment Adviser (RIA)
Services
Financial Planning
Our financial planning service creates customized roadmaps for long-term security, addressing retirement goals, education funding, and risk management. We analyze your complete financial picture to develop actionable strategies that adapt to life changes while maintaining tax efficiency and asset protection.
Wealth Management
Wealth management combines investment advisory with comprehensive financial planning to grow and preserve assets. Using Lifetime Wealth PortfoliosSM, we implement diversified strategies tailored to risk tolerance and time horizons, with ongoing monitoring to ensure alignment with evolving objectives.
Estate Planning
Our estate planning service ensures seamless wealth transfer through wills, trusts, and advanced directives. We coordinate with legal professionals to minimize tax liabilities, protect beneficiaries, and implement special needs trusts that maintain government benefit eligibility for dependents.
Retirement Planning
Retirement planning focuses on creating sustainable income streams through tax-advantaged accounts and withdrawal strategies. We assess Social Security optimization, pension options, and investment distributions to ensure financial security throughout retirement years.
Special Needs Planning
Special needs planning establishes financial security for dependents with disabilities through specialized trusts. We structure life insurance-funded arrangements that provide quality care without compromising eligibility for public assistance programs, ensuring long-term protection.
People
Mary Anne Leichliter-Rice
Owner/Principal
With 20+ years in finance, Mary Anne holds MBA and multiple certifications. Former IBM financial executive, she specializes in fee-based planning and serves on non-profit boards. Recognized by Million Dollar Roundtable for excellence in financial services.
Questions
What financial planning services do you offer?
We provide comprehensive services including retirement planning, estate planning, investment advisory, business succession strategies, and special needs trusts tailored to individual client requirements.
How does the initial consultation work?
The complimentary 1-hour consultation assesses your financial goals, current situation, and planning needs to develop personalized recommendations aligned with your objectives.
What investment approach do you use?
We employ diversified strategies through Lifetime Wealth PortfoliosSM, offering access to top-tier managers and customized asset allocation based on risk tolerance and financial goals.
How are fees structured for advisory services?
Our fee-based model uses assets-under-management pricing, ensuring alignment of interests while maintaining complete transparency about all associated costs.
Can you help with special needs trust planning?
Yes, we specialize in creating life insurance-funded special needs trusts that protect government benefit eligibility while ensuring long-term care for dependents with disabilities.
What areas do you serve?
We operate in AZ, CA, CO, FL, GA, LA, MA, MD, MN, NC, NJ, NV, NY, OR, PA, RI, SC, TX, and WA, providing both in-person and virtual consultations.
