Maximize Your Return on Life

Your financial roadmap is complex. Achieving your goals requires seasoned, thoughtful investment advice and comprehensive tax and financial planning. You deserve a client-focused advisor who acts in your best interests and provides all-inclusive wealth strategies and guidance to help you achieve a better financial future. See how we can help.

Our Difference at

Westover Capital

For over 25 years, we’ve helped high-net-worth individuals and their families pursue their financial goals with clarity and confidence, supporting and advising them through life’s inevitable twists and turns.

We aim to build a rewarding and successful long-term personal relationship with every client we serve by providing individually tailored, comprehensive wealth management services and advice that enrich their lives.

Our team of experienced advisors is ready to guide you.

Our Services

When you partner with us, you’ll find that our priority is centered on building a relationship rooted in trust. We focus on you and your goals to build customized plans and solutions.

Investment Management

Wealth Planning

Tax Consultation & Preparation

Family Office Solutions

Events

Our value to our clients and our community goes far beyond delivering a financial plan. We’re also here to serve through our ongoing educational events. While our clients often have unique financial circumstances, they are also united by many of the same obstacles and challenges. Between the jargon and legislation involved in the financial sector, we understand how confusing many topics can be. But it’s our hope to break down some of those barriers together. We invite you to explore our upcoming events, and we hope you join us to empower your financial life.

12th Annual Economic Summit

April 15, 2024

Insights

Whether it’s an important event impacting the markets or a key concept central to your life, our insights hub filters out the noise to bring you a clear collection of the latest news, knowledge, and financial know-how.