At Westover Capital, investment management, wealth advice, and tax planning are at the core of our offering. We take the time to get to know our clients upfront. We spend time to understand your personal situation and financial goals, which results in a customized investment portfolio, wealth management solutions, comprehensive tax consultation, and advice tailored to your personal needs.
Westover Capital has the expertise and flexibility to help a wide range of clients in order to provide the best possible advisory services. Every recommendation we make is based solely on helping you achieve your personal goals.
Westover employs a diversified “all cap” portfolio approach that includes equities and bonds as we design portfolios to be client specific. We do not arbitrarily subscribe to any single style, size or philosophy when it comes to building and protecting your assets. This gives us the freedom to construct, then modify portfolios as market cycles and conditions dictate to meet individual client goals.
Westover’s Balanced Portfolio Approach
Westover Capital employs a diversified portfolio approach as we design your portfolio. We do not subscribe to any single style, size, or philosophy when it comes to building and protecting your assets. This gives us the freedom to construct, then modify portfolios as market cycles and conditions dictate.
Following is a simple illustration of our investment process:
We do not outsource this responsibility to third-party managers. Rather, we use our decades of investment experience, our fundamental research, and our technical analysis to evaluate risk and find opportunities in the investment world for our clients.
To learn more about how our process will benefit you, please contact us for a confidential consultation.
Westover’s Wealth Planning Process
Building, protecting, and passing on your legacy requires a thoughtful analysis of your objectives and an integrated, strategic approach to planning and implementation. Westover has an in-depth understanding of the challenges, preferences, and strategies which are necessary and required for efficient wealth management.
We believe that families are financially best served through a comprehensive planning process which includes the following:
Westover's Tax Consultation and Preparation Process
Westover understands the complexities and exposure to financial risk through tax returns for high-net-worth clients. While most tax professionals focus on tax compliance, we provide services that extend beyond just major filing deadlines. We evaluate your particular tax situation as needed throughout the entire year. Our team will relieve much of the annual burden of gathering tax information and coordinating with other professionals or institutions. We also deliver personal attention and high standards from start to finish.
To learn more about our tax services, whether stand-alone or as part of our comprehensive wealth management offering, please call or email Matt Beardwood at (302) 633-4040 or via email here.