Novare Capital Management

Who We Are

Novare Capital Management is a trusted financial planning and investment firm focused on guiding individuals, business owners, foundations, and trusts towards a successful financial future. Founded in 1999, we have over two decades of experience providing personalized investment management, planning, and guidance to our valued clients.

Our Mission

Our mission is to empower our clients to achieve their financial goals by:

• Providing personalized investment management and planning tailored to their unique needs and aspirations.
• Delivering exceptional client service through responsive communication, transparency, and a dedicated primary advisor.
• Emphasizing risk management through a disciplined approach to investment management.
• Building strong, long-term relationships with our clients based on trust, transparency, and personalized attention.

Our Services

We offer a comprehensive range of services designed to address every aspect of your financial life, including:

• Investment Management: Customized portfolio management, asset allocation, and risk management strategies.
• Retirement Planning: Comprehensive plans for maximizing your retirement savings and distributions.
• Wealth Planning: Estate planning, trust creation, and wealth preservation strategies.
• Tax Optimization: Strategies for minimizing taxes and maximizing your financial growth.
• Client Portal: Secure online access to your financial plan, account information, and communication with your advisor.

Our Approach

We take a collaborative and personalized approach to financial planning, working closely with clients to:

• Understand their unique goals, values, and risk tolerance.
• Develop a customized plan that aligns with their specific needs.
• Regularly review and adjust their plan as their financial landscape evolves.

Our Values

At Novare Capital Management, our core values guide us in our interactions with clients and the wider community:

• Client-Centricity: We prioritize your needs and aspirations in every decision we make.
• Integrity: We adhere to the highest ethical standards and maintain complete transparency in our financial planning process.
• Collaboration: We value teamwork and open communication to provide clients with comprehensive and holistic guidance.

Our Commitment

Our commitment to excellence, personalized service, and ethical practice has earned us the trust of clients for over 25 years. We are dedicated to building lasting relationships and helping our clients achieve financial success for generations to come.