#United States #Charlotte #Wealth Management #Novare Capital #Multigenerational Planning

Novare Capital Management Highlights Team-Based Multigenerational Wealth Planning

In a significant recognition of exceptional service and innovative approaches to wealth management, Novare Capital Management has achieved multiple prestigious awards for 2026. Based in Charlotte, North Carolina, this independent, employee-owned Registered Investment Advisor (RIA) prides itself on its unique team-based model that emphasizes multigenerational wealth planning. The firm’s commitment to building lasting relationships with its clients across generations has set it apart in a competitive industry.

A Year of Recognition

On October 14, 2026, Novare shared exciting news about its achievements from prominent financial industry rankings and awards. The firm was honored by respected sources including CNBC, InvestmentNews, Forbes, Worth, and ThinkAdvisor for its outstanding performance in the financial advisory sector. The accolades highlight Novare's emphasis on deep client relationships, distinctive advisory teams, and rich industry expertise

The prominence of Novare's awards this year was underscored by several key recognitions:

• - InvestmentNews Awards 2026: Novare was celebrated as an Excellence Awardee for RIA Team of the Year. This acknowledged the firm’s strong collaboration and effective teamwork among its advisors, showcasing their commitment to working in tandem for optimal client outcomes.

• - ThinkAdvisor Luminaries Awards 2026: John Ryan, CFP®, who serves as Vice President and Wealth Advisor, was recognized as a finalist in the Next-Gen Rising Stars category, highlighting the early impact of his contributions and leadership within the wealth management field.

• - CNBC 2026 Financial Advisor 100: Included in this prestigious listing, Novare established itself among the top registered investment advisory firms in the U.S., cementing its reputation for excellence and client service.

• - Forbes Best-In-State Wealth Advisors: J. Whitfield Wilks, J.D., CFP®, the Managing Director and Chief Compliance Officer, was listed among the best wealth advisors in North Carolina, demonstrating Novare’s expertise within the state.

• - InvestmentNews 5-Star Wealth Management Teams: Novare was honored in this exclusive category, recognizing its wealth management teams' effectiveness, as selected by the publication's comprehensive 5-Star program.

• - Worth's Top RIA Firms 2026: The firm was also included on this list, further highlighting its standing in the industry.

Team-Based Multigenerational Success

The foundation of Novare's model is its belief that every client deserves a team dedicated to their financial future. This approach ensures that families are paired not just with one advisor but with both senior and next-generation advisors who facilitate continuity in guidance. The in-house research team plays a critical role, providing comprehensive insights that help keep strategies aligned over generations.

Managing Director Anne McPhail, CFP®, articulated this philosophy, stating, “When a family starts working with us, we want them to know more than one person at Novare. They have a senior advisor, a next-generation advisor, and the analysts who research the companies in their portfolio.” McPhail emphasized the importance of forming deep connections with clients, ensuring they are well-acquainted enough to be the first point of contact when clients have questions or need to make important decisions.

Commitment to Client Families

The accolades bestowed upon Novare Capital Management are not just awards; they reflect the firm’s unwavering commitment to delivering high-quality, personalized wealth management services. With a collective experience that blends knowledge and a client-first attitude, Novare outlines a clear and fulfilling path for families seeking to preserve and transfer wealth with clarity, purpose, and confidence.

Exceeding over $2 billion in assets under management since its establishment in 1999, Novare continues to provide bespoke services that meet a diverse array of client needs. Whether working with individuals, families, business owners, or corporate executives, Novare prides itself on its responsive and attentive support, ensuring that their clients’ legacies are safeguarded and nurtured through innovative financial strategies.

Furthermore, the firm’s approach allows clients to engage directly with the professionals who are managing their wealth, leading to stronger relationships and a more informed investment strategy.

For those interested in learning more about Novare Capital Management and their unique approach to multigenerational wealth management, additional information can be found at www.novarecapital.com.