Andrew James Watkins, CFP®, CLU®, ChFC®, CRPC®, CASL®
Wealth Management Advisor


Triangle Wealth Advisors

  • Mobile 919-619-3759
  • Office 919-767-6215

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Our mission is to help our clients articulate a financial plan and serve as their strategic partner to help them achieve their goals in the most efficient way possible. To better serve our clients, our team is committed to excellence, integrity, growth, and efficiency. We strive to provide the best client experience possible.


TRIANGLE WEALTH ADVISORS ARTICLE FEATURED IN BUSINESS NORTH CAROLINA

Retirement planning is more than just a target savings number. Today, the hot concept around retirement planning is that each person should “know his/her number.” If you had $XX, you could retire and live the life you want today. While there is utility in having a target number, it’s not so much the number that matters but where and how those assets are invested that truly counts. Click here to read more.

The Importance of Planning for the Cost of Long-Term Care

This is an important planning consideration that we often cover with clients. Read more here.

What Is Earnest Money When Buying a House?

Earnest money can be a key part of the homebuying process. Here’s what you should know. Read more here.

Should You Pay Off Debt or Start Investing? Ask Yourself These Questions

With the right financial strategy, you may be able to do both. Read more here.

 

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Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.