Business Details
Trusted Financial Advisers in Charlotte, NC
Founded over 25 years ago, Novare Capital Management has established itself as a trusted partner in personalized investment and wealth management. Our client-focused approach is rooted in a deep understanding of individual financial goals and a commitment to tax-efficient, risk-managed strategies. With a team of 23 experienced professionals, we collaborate closely with clients and their networks of advisors to craft customized portfolios tailored to unique circumstances.Our disciplined processspanning discovery, data gathering, analysis, implementation, and ongoing reviewensures alignment with evolving life objectives. By prioritizing confidentiality, transparency, and holistic financial guidance, we aim to provide clients with lasting peace of mind across generations.
Services
Equity Strategies
Fixed-Income Management
Cash Flow Planning
Retirement Planning
Estate Planning
Trust Review
Financial Education
Alternative Investments
Investment Management
Financial Planning
Highlights and features
- We offer 25 years of client-focused investment management experience.
- Our team of 23 experienced professionals provides personalized portfolio strategies.
- We integrate comprehensive financial planning with tax-efficient investing.
- We ensure confidentiality through a personalized, small-firm approach.
- We collaborate with clients' professional networks for holistic financial solutions.
Services
Equity Strategies
Through separately managed accounts, we aim to preserve and grow client portfolios using diversified equity investments. Our strategies focus on market risk management and tax efficiency over complete market cycles. This service caters to clients seeking long-term capital appreciation aligned with their risk tolerance.
Fixed-Income Management
We design fixed-income portfolios for clients requiring stable income streams. Our approach emphasizes credit quality assessment and interest rate risk mitigation to deliver reliable returns. This service suits investors prioritizing capital preservation and predictable cash flow.
Retirement Planning
Our comprehensive retirement planning includes cash flow analysis, tax optimization, and income sustainability strategies. We help clients transition from wealth accumulation to secure distribution phases. This service addresses both pre-retirement preparation and post-retirement income management.
Estate Planning
We collaborate with legal professionals to review and optimize trust structures and estate documents. Our goal ensures efficient wealth transfer while minimizing tax liabilities. This service supports clients preserving their legacy across generations through strategic planning.
Alternative Investments
Qualified clients gain access to private equity, hedge funds, and real estate investments through our network. These options provide diversification beyond traditional markets. We carefully evaluate each opportunity's risk-return profile to match client objectives.
Questions
What services does Novare Capital Management offer?
We provide equity strategies, fixed-income management, retirement planning, estate planning, trust reviews, and alternative investment options tailored to individual financial goals.
What is your investment approach?
Our process includes discovery meetings, data analysis, strategy implementation, and ongoing portfolio reviews to ensure alignment with clients' evolving financial needs.
Do you work with clients outside Charlotte, NC?
Yes, while our office is in Charlotte, our services are available to clients nationwide through personalized, virtual collaboration.
What minimum portfolio size is required?
Our services are best suited for investors with portfolios exceeding $500,000, allowing us to deliver focused, customized investment solutions.
How do you ensure client confidentiality?
As a small, private firm, we maintain strict confidentiality by limiting access to client information and prioritizing personalized communication.
