Eagle Strategies

Triangle WealthCare, LLC is a comprehensive wealth management firm dedicated to helping individuals and families achieve financial harmony. Led by seasoned financial planner Mary Anne Leichliter-Rice, CLTC, FSCP, we provide personalized, unbiased guidance to navigate your financial journey and pursue your financial goals.

Our Philosophy - Building Relationships, Not Transactions

We prioritize building strong, trusting relationships with our clients. We believe in open communication, transparency, and a collaborative approach to financial planning. Your unique circumstances and goals are at the center of our process, ensuring your success.

Financial Planning

• Comprehensive financial plans tailored to your individual goals and circumstances
• Goal setting and prioritization
• Investment planning and portfolio management
• Retirement planning and analysis
• Estate planning and insurance review
• Tax optimization strategies

Investment Management

• Customized portfolios aligned with your risk tolerance, investment objectives, and financial goals
• Access to a diverse range of investment options through NYLife Securities LLC
• Regular review and rebalancing to ensure your portfolio remains aligned with your evolving needs

Additional Services

• Special Needs Planning
• Specializing in employee benefit planning
• Financial education and guidance

Our Values

• Client-Focused: We prioritize your interests and act with your best interests in mind.
• Confidentiality: Your personal and financial information is treated with the utmost discretion.
• Transparency: We believe in open communication and clear explanations regarding your financial plan and investment options.
• Sustainability: We advocate for a holistic approach to wealth management, encompassing financial, social, and environmental considerations.

Partnering for Success

We believe in working collaboratively with our clients to achieve their financial goals. We encourage open communication, questions, and collaboration throughout the process. This partnership ensures your financial plan is tailored to your unique needs and achieves lasting success.