Novare Capital Management enjoys 2 strategic partnerships with firms that provide client custodial services, internet account access, technology, support and research for Novare Capital Management and its clients.

Charles Schwab & Co., Inc.

Charles Schwab & Co., Inc. is a registered broker-dealer and does not endorse the investment strategy of any advisor. Novare Capital Management is independently owned and operated.

Morgan Keegan

Morgan Keegan is a registered broker-dealer and does not endorse the investment strategy of any advisor. Novare Capital Management is independently owned and operated.”

Charlotte Estate Planning Council

The mission of CEPC is to promote the interest of the public by providing an educational forum for estate planning professionals from various disciplines and to foster cooperation and share ideas relevant to the estate planning process. Novare Capital’s advisors attend these meeting regularly.