Ronald Blue Trust

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

Bragg Financial Advisors in Charlotte, NC is a dedicated financial firm that places a strong emphasis on community involvement and service. Their team of professionals not only provides expert wealth management services to individuals and institutions, but also actively volunteers and holds leadership positions in various nonprofit organizations. With a history of supporting causes such as conservation, youth development, education, and the arts, Bragg Financial Advisors demonstrates a deep commitment to making a positive impact in the Charlotte community. Through financial contributions and hands-on involvement, they strive to uphold their values of integrity, generosity, and community engagement.Generated from the website

Valta, Inc. in Charlotte, NC, is a financial management firm dedicated to helping individuals achieve a Life of Significance through comprehensive financial strategies and self-actualization. With a team of Subject Matter Experts, Valta empowers clients to take control of their financial future and work towards successful retirement. Specializing in designing personalized financial plans, Valta aims to guide individuals towards financial independence and assist them in funding their most resonant goals. As a registered representative offering securities through Cambridge Investment Research, Inc., Valta prioritizes helping clients become the CEOs of their own lives.Generated from the website