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 - Trick or Treat?

Trick or Treat?

Last night was Halloween, a night when we warmly open our doors and hand candy to children, hearing their squeals of laughter. It’s an evening for reminding us of the joys of childhood and also the perfect night to close out Freddy Krueger’s month on Wall Street.

Westover Capital Advisers - I'm a Believer

I’m a Believer

A Roth conversion is a planning strategy that’s been around for 20 years but has become a potential cause célèbre in 2018. Enjoy a little earworm and learn about the potential benefits of converting your traditional IRA to a Roth IRA.

Westover Capital - Days Like This

Days Like This

Van Morrison famously sang, "When it's not always raining, there'll be days like this." If he was an investment advisor instead of a musician, he might have chosen "months" instead of "days."

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WestoverCapital avatarWestover Capital@WestoverCapital·
44m

Here's another one from the archives that is just as relevant today. Learn about Qualified Charitable Distributions (QCDs) and how they can help you create a meaningful giving strategy. Giving is Good, Smart Giving is Great! https://t.co/JzrGiLWPto

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15 Nov

Tax Authority Will Look At Taxpayers' Social Media In Fight Against Tax Fraud https://t.co/h04fsMnD0a

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WestoverCapital avatarWestover Capital@WestoverCapital·
14 Nov

Back in February, we shared our observations and recommendations about the New Tax Act. As we approach the end of the year, it's a great time for a review! https://t.co/k7qkFRtxpx

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WestoverCapital avatarWestover Capital@WestoverCapital·
13 Nov

A great resource for preparing for the "big talk" with your parents...It's not what you think...

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