Wealth Planning

Designing your life without a financial plan is like building a house without blueprints.

At Westover Capital, our experienced team will craft a plan incorporating all the critical elements, so that you can make informed decisions and realize your financial vision.

Wealth Planning

Cash Flow Management

Compensation Advice

Debt Management

Insurance & Risk Management


Readiness Analysis

401k/IRA Distribution Management

ROTH Conversion

Social Security & Medicare

Rollover Planning

Estate & Trust

Document Review & Titling

Gifting and Legacy Wealth Transfer

Business Succession

Charitable Giving and Donor-Advised Fund 

Westover’s Planning Process

Building, protecting, and passing on your legacy requires careful analysis of your goals with an integrated, strategic approach. At Westover, we understand the challenges you face and have the strategies you need to manage your wealth efficiently.

Our comprehensive planning process begins by understanding who you are and what matters most to you. Together, we walk through these simple steps to tailor the right plan for you:

Discovery & Information Gathering

Identifying meaningful lifestyle, legacy, and philanthropic goals

Analyze &

Aggregating & examining all financial data; summarizing current planning provisions

Recommendation & Implementation

Delivery of detailed recommendations and timeline for implementation

Monitor and Adjust

Reevaluated periodically and adjustments made as necessary to meet changing goals.

Book an Appointment

Ready to take control of your financial future? Schedule a consultation with our expert financial advisors today through the button below!