A complete list of active advisors currently associated with Triangulum Wealth Management

Warmer can help you find a great advisor at Triangulum Wealth Management or one who fits your needs even better.

Triangulum Wealth Management is a small, single-advisor registered investment adviser that provides discretionary portfolio management through separately managed accounts and project-based financial planning to individuals, trusts, and corporate or institutional entities. The firm generally focuses on high‑net‑worth private clients and institutional‑type clients rather than broad, non‑HNW retail investors. The firm’s investment approach is equity‑centric with multi‑year time horizons, employing value, growth, income and opportunistic strategies across common stocks, ETFs and select fixed‑income instruments. It manages SMAs on a discretionary basis using proprietary equity/ETF analytics developed by the principal and also offers finite “pure advisory” engagements where clients implement recommendations themselves. Noteworthy for a solo independent RIA, the firm accepts institutional clients in addition to wealthy individuals and combines discretionary SMA management with deliverable‑based advisory projects. The principal’s technology and product development background and an in‑house analytics platform, together with operational choices such as using one custodian for most U.S. persons and another for non‑U.S. clients, differentiate the firm from many peers.

To learn more about the advisors currently working at Triangulum Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.