Westover Capital Advisors

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.

2019 Tax and Wealth Planning Guide

With our 2019 Tax and Wealth Planning Guide, Westover has researched and distilled the significant changes to a complex array of tax laws scheduled to occur annually between now and 2025. We hope to help make sense of these changes and how they may affect your financial life.

Westover Capital Promotes Use of Social Media

At Westover, we recognize that our diverse audience wishes to receive and digest information in different ways. We are excited to announce that we are embracing social media as a way to communicate our best thinking and interact on a regular basis with our clients.

Mele Kalikimaka

When markets are going up, it’s easy to claim to be a long-term investor. The real test for the long-term investor comes when markets are going down. Unlike in 2017, the stock market does not go up every month, or every quarter, or even every year.

Westover Capital @WestoverCapital·

13 Feb

At Westover, we recognize that our diverse audience wishes to receive and digest information in different ways. We are excited to announce that we are embracing social media as a way to communicate and interact on a regular basis with our clients. https://t.co/QtrROJgVoz

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Westover Capital @WestoverCapital·

8 Feb

Confused about new and evolving changes to the U.S. tax system and how they might affect your financial life? Check out our comprehensive 2019 Tax and Wealth Planning Guide! https://t.co/zPKZvo7dtZ

Reply on Twitter Retweet on Twitter Like on Twitter1 Twitter

Westover Capital @WestoverCapital·

1 Feb

At Westover, we recognize that our diverse audience wishes to receive and digest information in different ways. We are excited to announce that we are embracing social media as a way to communicate and interact on a regular basis with our clients. https://t.co/USbCcF8dtv

Reply on Twitter Retweet on Twitter Like on Twitter1 Twitter

Westover Capital @WestoverCapital·

2 Jan

How will newly leveraged companies fare when an economic downturn eventually comes in a higher interest rate environment? Mele Kalikimaka! https://t.co/8ewQTWJI1I