Our Services

Westover Capital provides comprehensive investment, wealth, retirement and tax planning services to executives, entrepreneurs, professionals, retirees, widow(er) and their family members. You dedicate your time and effort to serve and care for others. We dedicate our time and effort to developing financial plans and strategies that work for you.

Whether you are preparing for retirement, seeking tax and estate planning, or requiring family office solutions…we specialize in creating a road map you can be confident in to accomplish your goals at each life stage. 

Investment Management

In a well-constructed portfolio, each investment should serve a particular purpose. We take the time to employ a diversified approach that is customized with the right strategies that match your unique needs.

Wealth Planning

Through careful analysis, our CERTIFIED FINANCIAL PLANNER™ professionals create financial plans to serve as your blueprint for success.

Tax Planning, Consultation & Preparation

As part of a holistic approach to wealth management, we leverage tax-mitigation strategies to keep more of what you make.

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!