Wealth Management

Novare Capital Management takes a comprehensive wealth management approach to serving our clients. This begins with developing a sound financial plan designed to preserve and grow your wealth. Our full range of services includes:

Investment Planning/Asset Allocation

  • Analyze investment portfolio
  • Determine risk profile and proper asset allocation
  • Provide investment portfolio recommendations
  • Implement and monitor investment plan

Integrated Cash Flow and Retirement Planning

  • Discuss retirement and other goals and the time frames
  • Project capital needs for retirement and other major expenses such as college tuition
  • Determine the financial resources needed to fund your retirement objectives
  • Determine appropriate retirement plan distribution options from your IRA, 401(k), 403(b) or other qualified retirement plan
  • Provide a customized plan with illustrations, projections and recommendations

Stock Option Analysis

  • Manage the tax implications of stock option benefits
  • Run a detailed analysis to evaluate the timing and method of exercising stock options
  • Compare tax and cash flow results of different strategies
  • Establish a plan for exercising stock options and creating a diversified portfolio

Sale of Business

  • Collect and analyze business sale transaction details
  • Determine entity planning – personal accounts, trusts, charities, etc.
  • Integrate income tax planning with investment planning
  • Provide cash flow plan with Monte Carlo analysis
  • Optimize investment portfolio among asset classes

Trust & Estate Review

Full Service Trust Solution provided by Novare Capital Management and the Personal Trust Services Division of a National Bank.

Financial Planning

Novare Capital Management offers comprehensive cash flow planning services including retirement planning, education funding, estate planning and charitable giving strategies. Our philosophy is to build a sound financial plan that meets your goals and objectives and provides for your lifestyle.

Financial Education

Inheriting wealth brings a unique set of challenges, and heirs, both young and old, are often unprepared for this new responsibility.

Retirement Services

Novare Capital Management can assist you in a tax-free rollover of your current IRA, 401(k) or other tax qualified plan. We also provide customized portfolio management for company-sponsored profit sharing and 401(k) plans.