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Westover Capital Advisors®

Westover Capital Advisors® Email Formats

Investment ManagementFlag of USWilmington, Delaware, United States1-10 Employees

Westover Capital Advisors® Email Formats

Westover Capital Advisors® uses 3 email formats. The most common is {first initial} (e.g., j@westovercapital.com), used 71.4% of the time.

FormatExamplePercentage
{first initial}
j@westovercapital.com
71.4%
{first initial}{last name}
jdoe@westovercapital.com
14.3%
{first name}
john@westovercapital.com
14.3%

Key Contacts at Westover Capital Advisors®

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Steve Crifasi

Associate Director Of Wealth Management And Business Development

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Matthew Beardwood

Director Of Wealth Management & Chief Compliance Officer

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Murray Sawyer

Founder, President And Ceo

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Jennifer Reichner

Client Services Director

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Dennis Perdue

Director Of Tax Services

Company overview

Headquarters1013 Centre Road, Suite 405, Wilmington, Delaware 19805, US
Phone number+13024279600
Website
NAICS5231
SIC679
Keywords
Family Office, Wealth Management, Retirement Planning, Financial Planning, Tax Planning & Preparation, Estate Planning, Investment Management
Founded1999
Employees1-10
Socials

About Westover Capital Advisors®

At Westover Capital Advisors, we aim to build a rewarding and successful long-term personal relationship with every client we serve by providing individually tailored, comprehensive wealth management servicesand advice that enrich their lives. Our team offers unique industry experience, insights, and guidance to drive transformative growth to our clients’ portfolios. For over 25 years, we’ve helped successful individuals and their families pursue their financial goals with clarity and confidence. Our priority lies in building trust-based partnerships grounded in our core values to support you through the ever-changing circumstances and inevitable transitions of life, but our greatest satisfaction comes from working with every age and generation to build a legacy that lasts for years to come. Westover Capital is an independent, fee-only, and privately owned investment and wealth management firm serving the needs of high-net-worth individuals and families. To learn more about partnering with Westover Capital, call (302) 427-9600 or visit westovercapital.com. 𝘞𝘦𝘴𝘵𝘰𝘷𝘦𝘳 𝘊𝘢𝘱𝘪𝘵𝘢𝘭 𝘈𝘥𝘷𝘪𝘴𝘰𝘳𝘴® 𝘪𝘴 𝘢 𝘳𝘦𝘨𝘪𝘴𝘵𝘦𝘳𝘦𝘥 𝘵𝘳𝘢𝘥𝘦𝘮𝘢𝘳𝘬 𝘰𝘧 𝘞𝘦𝘴𝘵𝘰𝘷𝘦𝘳 𝘊𝘢𝘱𝘪𝘵𝘢𝘭 𝘈𝘥𝘷𝘪𝘴𝘰𝘳𝘴, 𝘓𝘓𝘊.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Director
C-Suite
Manager

Employees by Department

Westover Capital Advisors® has 6 employees across 3 departments.

Departments

Number of employees

Funding Data

Westover Capital Advisors® has never raised funding before.

Westover Capital Advisors® Tech Stack

Discover the technologies and tools that power Westover Capital Advisors®'s digital infrastructure, from frameworks to analytics platforms.

Gravity Forms

Gravity Forms

Form builders

ElementsKit

ElementsKit

WordPress plugins

Swiper

Swiper

JavaScript libraries

jQuery UI

jQuery UI

JavaScript libraries

Hello Elementor

Hello Elementor

WordPress themes

Elementor

Elementor

Page builders

Microsoft 365

Microsoft 365

Email

jQuery Migrate

jQuery Migrate

JavaScript libraries

Cloudflare

Cloudflare

CDN

Twitter Emoji

Font scripts

jQuery

jQuery

JavaScript libraries

HTTP/3

HTTP/3

Miscellaneous

Frequently asked questions

Westover Capital Advisors® is located in Wilmington, Delaware, US.
You can reach Westover Capital Advisors® at +13024279600.
Westover Capital Advisors® was founded in 1999, making it 27 years old. The company has established itself as a significant player in its industry over this time.
Westover Capital Advisors® has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
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most used
tier 1 accuracy

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