Novare Capital Management

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Investment Advisory Service, Financial Planners, Financial Planning Consultants

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Today: 8:00 am - 5:00 pm

25 Years

in Business

Accredited

Business

(704) 334-3698Call Visit WebsiteVisit Website Map & DirectionsDirections521 E Morehead St Ste 510Charlotte, NC 28202 Write a ReviewWrite Review

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Hours

Regular Hours

Mon - Fri:	8:00 am - 5:00 pm

Places Near Charlotte with Investment Advisory Service

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Email

BBB Rating

Extra Phones

Phone: (704) 334-3339

Fax: (704) 334-3339

Location

Morehead Place

Neighborhood

AKA

Novare Capital Management, LLC

Other Links

http://www.novarecapital.com

https://novarecapital.com

Categories

Investment Advisory Service, Financial Planners, Financial Planning Consultants, Investment Management, Mutual Funds, Retirement Planning Services

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Details

Phone: (704) 334-3698

Address: 521 E Morehead St Ste 510, Charlotte, NC 28202

Website: http://www.novarecapital.com

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Novare Capital Management

Tax Planning
Charitable Giving
Novare Capital Management offers comprehensive financial planning services including: retirement planning, education funding, estate planning and charitable giving strategies.
Tax Services
Income Tax

Investment Management
In 1999 William G. Baynard, Jr. and Don E. Olmstead founded Novare Capital Management as a client-focused firm, backed by a team of caring and experienced individuals. They recognized a growing need for professional investment management and, with a sound philosophy, began developing strategies to meet the needs of individual investors.
Mutual Funds
James serves as a Research Analyst on the Novare Capital Management team and has over 18 years of investment analysis experience, including sell side equity research and investment manager research. Prior to joining Novare Capital, James was an Associate Analyst at Stifel Nicolaus, where he researched and analyzed equities in the government technology industry, and was a Research Analyst at Legg Mason, conducting research and due diligence on investment managers and mutual funds.
Wealth Management
As a Senior Vice President, Todd has over 30 years of investment industry experience and a background in qualified plans, 401(k) and individual wealth management. Todd has worked in Charlotte with Diversified Investment Advisors, Flexible Benefit Administrators, Fisher Investments Private Client Group and Eastover Capital Management.

Accounting Services

Financial Planning
Whit is a Wealth Advisor and leads the Novare team providing Integrated Financial Planning Services. Also, he provides guidance on Multi-Generational Planning issues such as wills and trusts.
Retirement Planning
John serves as a Wealth Advisor and provides Integrated Financial Planning Services. He is a proven advisor with over 15 years of industry experience and extensive knowledge in financial planning and asset management. John believes planning should be about delivering peace of mind to the clients he works with. His passion for easing his client’s anxiety is what motivates him to diligently provide guidance through cash flow planning, retirement planning, and portfolio management.
Asset Management
Asset allocation may be used in an effort to manage risk and enhance returns. It does not, however, guarantee a profit or protect against loss. Performance of the asset allocation strategies depends on the underlying investments.

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