Business Details
Your Trusted Financial Planning Partner in Raleigh
Triangle Wealthcare has been dedicated to providing comprehensive financial planning and investment advisory services for over two decades. Our approach prioritizes long-term client relationships built on trust, confidentiality, and performance-driven results. We specialize in creating personalized strategies that address diverse financial goals, including education funding, family protection, business investments, charitable giving, and retirement security. Our team emphasizes transparency and client education, ensuring clients fully understand their financial plans and investment decisions. As a Registered Investment Adviser affiliated with New York Life, we combine industry expertise with a commitment to ethical, client-first service.Our multi-generational planning approach strengthens families and communities through strategic wealth management. We offer complimentary consultations to help clients begin their financial journey with confidence. Our services are tailored to residents across multiple states, supported by affiliations with leading financial institutions. We maintain rigorous professional standards through memberships in organizations like the Million Dollar Round Table. Our mission remains focused on empowering clients to achieve financial peace and security through meticulous planning and expert guidance.
Services
Wealth Management
Financial Planning
Investment Advisory
Special Needs Planning
Retirement Security
College Education Funding
Business Investment Strategies
Charitable Giving Programs
Highlights and features
- We offer 20+ years of experience in unbiased financial planning
- Our client-first approach prioritizes long-term relationship building
- We provide multi-generational wealth management strategies
- Our team holds elite industry certifications including CLTC and FSCP
- We offer complimentary 1-hour initial consultation sessions
Associations and certifications
- Registered Investment Adviser (RIA)
- Million Dollar Round Table (MDRT)
Services
Wealth Management
Our wealth management services create comprehensive strategies for growing and preserving assets across generations. We develop customized investment portfolios aligned with individual risk tolerance and financial goals. Our approach combines market expertise with ongoing portfolio optimization to maximize long-term returns while maintaining appropriate risk levels.
Financial Planning
We provide holistic financial planning covering retirement strategies, education funding, and estate planning. Our process begins with detailed goal assessment followed by tailored roadmap creation. We emphasize tax-efficient strategies and regular plan updates to adapt to changing life circumstances and market conditions.
Investment Advisory
Our investment advisory services focus on constructing diversified portfolios that balance growth potential with risk management. We offer ongoing market analysis and portfolio rebalancing services. Our fiduciary approach ensures all recommendations prioritize client objectives over proprietary products or commissions.
Special Needs Planning
We create specialized financial plans ensuring long-term care for individuals with disabilities while maintaining government benefit eligibility. Our strategies incorporate special needs trusts and coordinated estate planning. We work closely with legal professionals to create comprehensive protection frameworks.
Retirement Security
Our retirement planning services focus on creating sustainable income streams through strategic asset allocation and withdrawal strategies. We analyze Social Security optimization, pension options, and tax-efficient distribution methods. Our goal is to ensure financial independence throughout retirement years without outliving resources.
People
Mary Anne Leichliter-Rice
Owner/Principal, Wealth Advisor
With over 20 years in financial services, Mary Anne holds prestigious certifications including CLTC and FSCP. She specializes in unbiased financial planning and investment advisory services through Eagle Strategies, LLC. Her expertise focuses on multi-generational wealth transfer and client-centric planning.
Questions
What financial planning services do you offer?
We provide comprehensive services including retirement planning, education funding, business investment strategies, special needs planning, and multi-generational wealth management tailored to individual client needs.
Are you a fiduciary financial advisor?
Yes, as a Registered Investment Adviser with Eagle Strategies LLC, we operate under fiduciary standards, always prioritizing client interests in all financial recommendations and investment decisions.
Do you offer free initial consultations?
Yes, we provide complimentary 1-hour consultation sessions to discuss your financial goals and determine if our services align with your planning needs.
In which states do you provide services?
Our services are available to residents in Arizona, California, Colorado, Florida, Georgia, Louisiana, Massachusetts, Maryland, Minnesota, North Carolina, New Jersey, Nevada, New York, Oregon, Rhode Island, South Carolina, Texas, and Washington.
What credentials does your team hold?
Our advisors hold advanced designations including CLTC (Certified in Long-Term Care), FSCP (Financial Security Professional), and membership in the Million Dollar Round Table (MDRT) for elite financial professionals.
How are your services compensated?
We operate as fee-based advisors, providing transparent pricing with no hidden commissions. Our compensation structure aligns with client success through ongoing advisory relationships rather than transactional fees.
