Novare Capital Management
Banks
Why pick this one
Novare Capital Management offers personalized investment strategies with a client-focused approach and has 25 years of experience.
Best for
- wealth management for individuals and families
- investment management for clients with portfolios over $500,000
Look elsewhere if
- looking for low-fee investment options
- require services without a minimum investment threshold
Specialties
- investment management
- financial planning
- tax-efficient investment strategies
- trust and estate review
Certifications
- CERTIFIED FINANCIAL PLANNER™
What makes them different
- client-focused with personalized strategies
- team of experienced financial professionals
- commitment to client confidentiality
- clients have direct access to their primary advisor
- Response time
- prompt responses and timely reports
- Years in business
- 25
- Serves
- Charlotte
Distilled from this business's own website.
Contact & Location
- Address
- 521 E Morehead St, Charlotte, NC 28202
- Phone
- (704) 334-3698
- Website
- http://www.novarecapital.com
Services
- wealth management
- financial consulting
- retirement planning