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.


Westover Capital Advisors - Brochure Cover

Our Services

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.

Westover Capital Advisors - Wealth Planning and Advice

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.

Westover Capital Advisors - Tax Preparation and Planning

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.