Welcome to Westover Capital
Thank you for your interest in Westover Capital Advisors. For over 20 years, we have worked to build 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, wealth management, and tax services to high-net-worth individuals, their families, and foundations.
Our approach seeks to integrate these three components through a comprehensive, disciplined process of discovery, information gathering, and analysis, recommendation, and implementation.
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.
Our Services
Investment
Management & Advice
At Westover Capital, we strive to employ a rigorous and diversified equity and bond investment strategy that is truly unique for the needs of each client. Our decades of experience guide this process every step of the way.
Estate Planning
& Wealth Advice
Managing your financial life requires in-depth planning and strategic action. Westover serves as a trusted wealth advisor for our clients as they work to accumulate, preserve, and protect their assets.
Tax Consultation
& Preparation
Taxes are an integral part of any financial plan and can have a significant impact on your wealth. Westover Capital provides professional tax planning, consultation, and preparation services for our clients.