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. We believe in complete transparency in the investment process and emphasize client communication and education. 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. In my spare time, I enjoy playing tennis, skiing, boating and en
Todd Patton
Senior Vice President
Novare Capital Management
United States, North Carolina, Charlotte
About Me
Profile Information
Senior Vice President
Novare Capital Management
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Charlotte
North Carolina
United States
Feb 27, 2025
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