Oak Brook Financial Group, Ltd

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

Gateway Wealth Management, part of UBS in Charlotte, NC, specializes in sophisticated wealth management and strategic planning for a select group of successful families, entrepreneurs, and corporate executives. Their team, composed of certified professionals, offers personalized advice to navigate the complexities of financial transitions, including ownership transfer, divorce, and retirement. With a commitment to developing long-term relationships, Gateway Wealth Management focuses on providing customized strategies that align with clients' financial goals. Their expertise in exit planning positions them uniquely to guide business owners through the owner-to-investor transition, ensuring informed decision-making for clients' businesses, families, and legacies. Generated from the website

Stephens Inc in Charlotte is a family-owned financial services firm that specializes in investment banking, research, asset and wealth management, public finance, and insurance. The company offers a comprehensive range of financial services to meet the diverse needs of its clients, providing expert guidance and support in various areas of finance. Generated from their website's infomation