CoverProfile

James Harlow

Analyst

Novare Capital Management

United States, North Carolina, Charlotte

About Me

Novare Capital Management is a wealth management advisory firm that provides customized portfolio management and planning services for successful individuals, families, and business owners. Our philosophy is to preserve and grow wealth for several generations through a disciplined approach to investing. Novare Capital offers integrated customized investment management, cash flow planning, trust and estate review services, charitable planning, executive stock option planning, and next generation financial education. Novare Capital Management, LLC (NCM) is a Registered Investment Advisor (“RIA”) located in the State of North Carolina. NCM provides investment advisory services and related se

View more

Profile Information

Analyst

Novare Capital Management

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Charlotte

North Carolina

United States

Feb 27, 2025

More profiles to browse

BR
Brando Reyna
Chief Investment Officer
Profile Photo
Bill Baynard
Managing Director
Profile Photo
Don Olmstead
Managing Director
Profile Photo
Todd Patton
Senior Vice President

You Might Like

RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
KP
Kathy Polichetti
Senior Client Service Specialist
Pennsylvania Capital Management
BH
Bob Helmer
President Emeritus
Baldwin Wallace University