Welcome to Westover Capital
Westover Capital Advisors (Westover) is an independent, privately-owned investment and wealth management firm founded in 1999. We have a fiduciary relationship with all of our clients. This means we have a fundamental obligation to act in the best interests of our clients, and to provide advice which we believe is always in their best interests. In addition to our advice, we offer our clients a duty of undivided loyalty and utmost good faith.
Westover is a fee-based advisor providing our services primarily to high net-worth individuals, their families, family offices and foundations. We tailor our strategies toward their needs. We do this by providing our clients sophisticated, thoughtful and goal-oriented financial advice. Our dedicated advisors personally get to know our clients in order to design customized strategies that integrate the pieces of their financial life holistically in order to help them grow, preserve, transfer and structure their wealth in accordance with their particularized goals.
At Westover, our team of financial experts work to seek solutions for challenges created by the scale of our client’s wealth. We work to address the myriad wealth management and investment challenges that arise from our client’s personal, legacy and business needs.
As our client, we believe our advice should reflect not only where you are today, but also should provide alternative scenarios for where you want to go tomorrow. We are aware of the unique circumstances that apply to each of our clients, and are both mindful of and humbled by our role as your trusted advisor. Westover’s advisors rely on their experience, training and judgment to create customized portfolios, client-specific plans and recommendations. Our advisors hold advanced degrees and certifications in the investment field (CFA®), financial planning arena (CFP®), business administration (MBA) and in law (JD).
If this philosophy resonates with you, we invite you to have a confidential conversation with us.
Here's the reality we all know. Things will get worse before they get better as COVID-19 continues its virulent attack on our health, welfare, and productivity. But here is something else we all know - COVID-19 will end. You will outlive COVID-19, and so will your portfolio.
We've all heard that saying, and there is no better time than now to turn those lemons into lemonade. I think we would all agree that the stock market has soured recently, but there is a silver lining: the Roth IRA conversion just got less costly for IRA investors.
This is no fun for anyone. It's so bad, I just might take up golf again. Making double and triple bogeys and three-putting every other hole would be less painful for me than watching the stock ticker's crawl.