Legacy Wealth and Retirement

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

SpecialtiesFederal Benefits, Estate Planning, College Planning, 401K Rollovers, Retirement Planning,

North Star Financial is a reputable financial services firm located in Charlotte, NC, boasting over 117 years of experience and managing $14 billion in assets. With a commitment to supporting individuals, families, business owners, and specialized professionals, they offer a comprehensive array of financial products and services tailored to meet diverse needs and priorities. The company is recognized for its strong organizational culture, having received accolades such as the 2025 Best Workplaces award from Inc. Magazine and the Community Impact Award from Finseca in 2024. Their dedication to charitable giving is evident, with $7.4 million donated to various causes, underscoring their commitment to making a positive impact on both clients' lives and the communities they serve. Generated from the website