Welcome to Westover Capital

Thank you for your interest in Westover Capital Advisors. For over 20 years, we have built a legacy of trust by serving our clients the same way we care for our own families. Westover is a client-centric wealth advisory firm providing investment management and wealth management services to high-net-worth individuals, their families, and foundations.

Our approach seeks to integrate these two components through a comprehensive, disciplined process of discovery, information gathering, and analysis, recommendation, and implementation. That’s how we’ve become one of the top independent wealth management firms.

Life is made up of experiences, and we strive to deliver one like no other. If our philosophy resonates with you, we invite you to learn more.


Westover Capital Advisors - Brochure Cover

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Westover Insights

Westover Capital Advisors - Record Album - What's Going On?

What’s Going On?

Westover's Murray Sawyer returns to a music theme, but this time to What's Going On?, a record and studio album of the same name. It was released in 1971 by Motown and recorded and written by singer-songwriter Marvin Gaye, and it's an apt metaphor for the polarization and intractability we still see today.

Westover Capital Advisors - Suspension Bridge

Don’t Look Down

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.

Westover Capital Advisors - When Life Gives You Lemons . . .

When Life Gives You Lemons…

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.