Westover Capital - WealthView Financial Management Platform

Introducing Westover’s WealthView

For nearly twenty years, Westover has served the needs of our clients and their families. We are excited to introduce WealthView, Westover’s new personal financial management platform that enables you to store, view and manage your entire financial picture in one place.

Westover Capital 2019 Tax and Wealth Planning Guide

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

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.

Westover Capital Advisors - Mele Kalikimaka

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 Advisors - Rainbows and Unicorns

Rainbows and Unicorns

2018 will come in with the worst equity performance since 2008 and it will almost certainly be negative. Can’t be rainbows and unicorns forever.

Westover Capital Advisors - John D. Rockefeller

The Evolution of the Family Office

In 2014, New York Times columnist Paul Sullivan wrote that the average asset value needed to justify the services of a family office was between $100 million and $1 billion. With advances in technology, these services are now attainable for a wider, yet still exclusive, market.

Westover Capital Advisors - Thanksgiving

A Simple Act of Kindness; A Story for Thanksgiving

We’ve just come through a divisive mid-term election. Tomorrow is Thanksgiving, a time for families to share the love we have for each other and for us to reflect on the shared kindness we provide or should offer to strangers in order to make this a better world.

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.

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