


Westover Capital Advisors® Email Formats
Investment Management • Wilmington, Delaware, United States • 1-10 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.
| Format | Example | Percentage |
|---|---|---|
{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®
Steve Crifasi
Associate Director Of Wealth Management And Business Development
Matthew Beardwood
Director Of Wealth Management & Chief Compliance Officer
Murray Sawyer
Founder, President And Ceo
Jennifer Reichner
Client Services Director
Dennis Perdue
Director Of Tax Services
Company overview
| Headquarters | 1013 Centre Road, Suite 405, Wilmington, Delaware 19805, US |
| Phone number | +13024279600 |
| Website | |
| NAICS | 5231 |
| SIC | 679 |
| Keywords | Family Office, Wealth Management, Retirement Planning, Financial Planning, Tax Planning & Preparation, Estate Planning, Investment Management |
| Founded | 1999 |
| Employees | 1-10 |
| 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
Employees by Department
Westover Capital Advisors® has 6 employees across 3 departments.
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Number of employees
Funding Data
Westover Capital Advisors® has never raised funding before.
Westover Capital Advisors® Tech Stack
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