Newsroom
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.
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.
When a Family Member Dies, There’s Work to Be Done. Advice from Pros on How to Tackle It.
Whit Wilks, Managing Director, Chief Compliance Officer, and Wealth Advisor, quoted in Barron’s.
7 Best Consumer Staples Stocks to Buy Right Now
James Harlow, Director of Research, quoted in U.S. News & World Report.
Serving Clients in Life’s Most Difficult Moments with Anne McPhail
Anne McPhail, Managing Director and Wealth Advisor, interviewed on MileMarker.
2026 InvestmentNews Awards Finalist
Novare Capital Management named a finalist for RIA Team of the Year.
Forbes 2026 Best-in-State Wealth Advisors
Whit Wilks named a Forbes Best-in-State Wealth Advisor in North Carolina-West.
Surviving a Financial Downturn
Alex Dann, Senior Vice President and Wealth Advisor, quoted in Senior Planet.