Triangle Securities Wealth Management, Inc., d/b/a Triangle Wealth Management (“TWM,” "Firm," "us," "our") was established in August 2008 and approved as a Registered Investment Adviser in September of 2008. Paul Reynolds, III is its President, Founder, and principal owner. Prior to Triangle Wealth Management, all advisory accounts were managed under Triangle Securities, LLC. Triangle Securities, LLC was established in February of 2000 and approved as a Registered Investment Adviser in July of 2000. Paul Reynolds, III is also its President, Founder, and principal owner. ADVISORY SERVICES AND FEES: The advisory process at TWM involves the following: Defining client objectives, preparing a financial and investment plan, selecting appropriate investments, implementing the plan, and monitoring progress. Defining Client Objectives: Every client is unique. The investment process begins with a comprehensive understanding of the client’s financial resources, liabilities, and objectives (both short- and long-term). We also seek to understand how much risk a client is willing to bear in pursuing their desired returns before developing an investment strategy. Our entire team spends time getting to know our clients, their families, life goals, priorities, time horizons, and attitudes towards risk. We seek an in-depth understanding of each client to ensure that solutions are on target and are customized to each individual’s set of circumstances. Clients may impose restrictions on investing in certain securities or types of securities. Preparing a Financial and Investment Plan: TWM uses a consultative, educational approach, and advanced simulation technology to develop a comprehensive investment plan. Each plan considers, among many things, tolerance for risk in order to achieve a client’s goals. Services that may be offered in this process include Portfolio Analysis, Education Planning, Retirement Planning, Risk Management, and/or Estate Preservation. Asset allocation cannot eliminate the risk of fluctuating prices and uncertain returns. TWM does not provide legal, accounting, or tax advice. Please consult your own tax or legal advisors before taking any action that may have tax consequences. Any projections or other information regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results, and are not guarantees of future results. Results may vary for each client and over time. Unlike financial planning, such projections or other information does not include a detailed analysis of insurance, real estate investment, or savings strategies. It also does not cover estate or tax planning. Selecting Appropriate Investments: An appropriate investment plan can provide diversification, potentially help enhance returns, seek to lower overall portfolio volatility, and position a portfolio to take advantage of developing

investment opportunities. Our recommendations are selected through a rigorous research process, and include Individual Stock Portfolios, Fixed Income Portfolios, Manager and Mutual Fund selections- all are tailored to meet a client’s unique needs and objectives. There is no guarantee that any investment portfolio will achieve its investment goal. The value of any investment portfolio will fluctuate, so that an investment, when it is withdrawn, may be worth more or less than its original cost. Asset allocation cannot eliminate the risk of fluctuating prices and uncertain returns. TWM may, in the interest of its clients, engage other independent registered investment advisers to perform consulting services. Implementing the Plan: TWM consults with clients to review the details of their customized investment plan and to confirm our understanding of each client’s goals before executing our specific recommendations. TWM seeks to identify areas where overall portfolios can be strengthened. Once a custom plan is approved, TWM will implement client investment strategies and provide appropriate advice as opportunities present themselves. Monitoring Progress: Successful results require focus. We provide ongoing monitoring and evaluation of portfolio results. In addition to monthly custodial statements, each quarter we provide managed account clients with a detailed performance report. This report provides comprehensive information about portfolio progress in a format that is easy to understand. As market conditions or client goals change, we will evaluate the impact on a client’s total investment plan in an attempt to keep the plan within the target zone. ERISA and Individual Retirement Accounts Disclosure When we provide investment advice to you regarding your retirement plan account or individual retirement account, we are fiduciaries within the meaning of Title I of the Employee Retirement Income Security Act and/or the Internal Revenue Code, as applicable, which are laws governing retirement accounts. The way we make money creates some conflicts with your interests, so we operate under a special rule that requires us to act in your best interest and not put our interests ahead of yours. Under this special rule's provisions, we must:
• Meet a professional standard of care when making investment recommendations (give prudent advice)
• Never put our financial interests ahead of yours when making recommendations (give loyal advice)
• Avoid misleading statements about conflicts of interest, fees, and investments
• Follow policies and procedures designed to ensure that we give advice that is in your best interest
• Charge no more than is reasonable for our services; and
• Give you basic information about conflicts of interest. As of December 31, 2022, TWM held $967,800,990 in discretionary assets under management.