Banister Financial

Barry Evans Josephs & Snipes is a financial services firm based in Charlotte, NC, specializing in mitigating the impacts of life's certainties—death and taxes. They pride themselves on being "bridge builders," providing tax-advantaged solutions that connect clients to their financial goals while preserving what matters most to them. With a multigenerational team of specialists and a focus on relationship-building, Barry Evans Josephs & Snipes distinguishes itself through deep product knowledge and exceptional service. Their commitment to collaboration and long-term perspectives ensures that clients receive tailored support in navigating complex financial landscapes. Generated from the website

Summit Park is a Charlotte-based private investment firm specializing in the lower middle market, dedicated to partnering with owners, entrepreneurs, and management teams to build companies of exceptional value. With a focus on businesses with revenues between $20 and $150 million, Summit Park provides strategic guidance, capital access, and resources to support growth and acquisition plans. The firm's well-defined investment strategy centers on investing in profitable companies and fostering strong partnerships to drive growth and success. Recognized for their expertise and commitment, Summit Park has led numerous successful transactions and continues to be a top choice for those seeking to elevate their businesses in the lower middle market.Generated from the website

Novare Capital Management is a trusted financial partner in Charlotte, NC, offering personalized investment and wealth management solutions. With nearly 25 years of experience, their dedicated team uses custom strategies to meet the financial needs of individuals, business owners, foundations, and trusts, guiding clients through life's financial decisions with a focus on client satisfaction and peace of mind. Committed to transparency and ethics, Novare Capital Management is honored to have been chosen as a financial partner for almost a quarter century and is dedicated to making the next 25 years even better, providing guidance and support for years to come.Generated from the website