Insights
Our advisors share their perspectives on the financial decisions that shape your family’s future, from investing and wealth planning to building a legacy across generations.
Recent Articles
Timely perspectives on planning, investing, and preserving what matters most.
Novare Capital Management Named to Worth’s Top RIA Firms 2026 Ranking
Novare Capital Management has been recognized on Worth's Top RIA Firms 2026 list.
Which Financial Documents Should You Back Up?
In the digital age, where technology has revolutionized how we manage our lives, safeguarding our financial documents has never been more critical. Our financial well-being relies on secure documentation, from…
Your Aging Parent Has a New Romance. Here’s How to Protect Your Inheritance – Without Looking Greedy
Alex Dann, Senior Vice President and Wealth Advisor, quoted in MarketWatch.
Charlotte Wealth Manager Lands in South End with New Office, New Ownership Structure
Bill Baynard, Co-Founder and CEO; Whit Wilks, Managing Director; and Anne McPhail, Managing Director, quoted in Charlotte Business Journal.
I’m a Wealth Adviser: This Is the Wealth-Building Opportunity Most Entrepreneurs Miss
By Bill Baynard, Co-founder and CEO at Novare Capital Management | As published on Kiplinger on June 15, 2026.
The Lifetime Cost of Care for Someone with Alzheimer’s Is Over $400,000. Here’s How You Can Prepare for the Expense.
Alex Dann, Senior Vice President and Wealth Advisor, quoted in MarketWatch.
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