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.

Westover Insights

Westover Capital Advisors - The SECURE Act of 2019

The SECURE Act May Not Be So Secure

We first reported on The Setting Every Community Up for Retirement Enhancement Act of 2019 (known as the SECURE Act) back in May of this year when it quickly passed in the House of Representatives. While the name implies that this new legislation will help Americans with their retirement, not all the changes are for the good. 

Westover Capital Advisors - Cybersecurity

Pick Your Poison

For clients and guests who attended Lawrence Husick’s recent Westover Luncheon Series presentation, it was a sobering reminder of the existential threat that exists when bad actors attempt to acquire personal information. There are steps you can take to protect your information and your finances.

Westover Capital Advisors Chart Data and Commission-Free Trading

The Race to Zero

TD Ameritrade is eliminating base commissions for online exchange-listed stock and ETF trades, moving from $6.95 per trade to $0.00. As a valued strategic partner of Westover Capital Advisors, we're thrilled by their move to lower the costs of investing and trading for our clients.

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WestoverCapital avatarWestover Capital@WestoverCapital·
10 Jan

As of January 1, 2020, the SECURE Act is now law. Check out Westover's commentary from May, 2019 on the implications of the new legislation for retirement planning.

https://t.co/0IeZEOJHwV

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WestoverCapital avatarWestover Capital@WestoverCapital·
8 Jan

Westover CEO Murray Sawyer shares what you need to know about the SECURE Act: Sweeping retirement legislation has hidden risks

https://t.co/oKDmdwT4Ok

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WestoverCapital avatarWestover Capital@WestoverCapital·
1 Nov

Effective October 3, 2019, TD Ameritrade announced that it would eliminate commissions on its online stock and ETF trades. Learn more about this important move by Westover's valued strategic partner from our CIO, Chip Sawyer. https://t.co/bWqnq5ieSB

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WestoverCapital avatarWestover Capital@WestoverCapital·
1 Nov

At our most recent Westover Luncheon Series, world-renowned cybersecurity expert Lawrence Husick spoke about the potential threats that abound online. For practical tips on securing your personal and financial data, see our latest blog post. https://t.co/1EgY8HEo5a

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WestoverCapital avatarWestover Capital@WestoverCapital·
17 Oct

Cybersecurity Expert Warns Wilmington Audience of Expanding Financial, Privacy Perils https://t.co/ciza50trUa

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