Comprehensive Wealth Management
Westover Capital provides comprehensive investment, wealth, retirement, and tax planning services to executives, entrepreneurs, professionals, retirees, widows (er), and their family members.
You dedicate your time and effort to serving and caring for others, and we dedicate our time and effort to developing investment solutions, financial plans and tax strategies for you.
Whether you are preparing for retirement, seeking tax and estate planning advice, or require family office solutions…we specialize in creating a road map to accomplish your goals at each life stage.
Investment Management
Our Chartered Financial Analyst® (CFA®) and investment team employs a diversified and tailored approach, aligning strategies with your unique financial goals for optimal results.
Wealth Planning
Through careful analysis, our CERTIFIED FINANCIAL PLANNER™ professionals create financial plans to serve as your blueprint for success.
Tax Planning, Consultation & Preparation
Westover Tax Services, LLC, our wholly owned accounting subsidiary provides tax planning and preparation, integrating strategies to minimize liabilities and align with your broader financial goals.
Family Office Solutions
Our range of family office services covers a suite of financial and non-financial services tailored to the needs of individuals and families to protect their assets for future generations.
Book an Appointment
Ready to take control of your financial future? Schedule a consultation with our expert financial advisors today through the button below!
