Westover Capital Advisors, LLC

12/11/2024

Want a clear picture of your future tax situation? 📊💰 Discover how today's decisions can affect your future wealth. We’ll help you understand how taxes impact your financial goals.

Find all your tax planning service needs right here at Westover Capital in Wilmington, DE! For more info do not hesitate to contact our team of experts!

12/09/2024

Small business owners expend as much as they can to turn their dreams into reality. But even the best can make costly financial mistakes.

Read here to learn about five common financial mistakes that small business owners face and steps that you can take to avoid them.

Every small business makes financial mistakes. Steve Crifasi, a wealth manager in Wilmington, DE, lists common errors and how to fix them.

12/06/2024

For 25 years, Westover Capital Advisors has worked to build a legacy of trust by serving our clients the same way we care for our own families. Life is made up of experiences, and we strive to deliver one like no other.

Learn more about our financial planning company in Wilmington, DE right here. For more information about our team or services, contact us!

12/04/2024

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.

Westover Capital offers professional wealth planning services for residents in and around Wilmington, DE! For more info be sure to contact us directly.

12/02/2024

Education is an investment with lifelong rewards. While costs continue to rise, thoughtful planning makes it possible to support your child’s journey while staying on track for your financial goals.

Here’s what to consider:
1️⃣ Understand costs beyond tuition.
2️⃣ Prioritize alongside retirement and other goals.
3️⃣ Explore saving tools like 529 plans.
4️⃣ Set a target to guide your strategy.
5️⃣ Partner with a financial advisor for tailored advice.

At Westover Capital Advisors, we’re here to help families like yours build strategies for the future. Contact us today at (302) 427-9600 to start planning.

Steve Crifasi, a financial advisor at Westover Capital Advisors, a wealth management firm in Wilmington, Delaware, can help you build an A+ college plan.

11/29/2024

Working with a trusted financial partner is one of the most important decisions you can make for your financial future. Whatever you hope to achieve, it’s our mission to simplify the complexities of your financial life so you can focus on what matters most.

Westover Capital proudly provides certified financial planners to residents in Wilmington, DE & the surrounding areas! Contact our team today for more info.

11/28/2024

Happy Thanksgiving from our family to yours! 🦃🍁 Wishing you a day filled with joy, gratitude, and delicious food!

11/27/2024

Finding fulfillment in retirement starts with knowing your purpose. Whether through hobbies, volunteering, or spending time with loved ones, exploring what matters most to you can lead to a happier retirement.

Retirement doesn’t have to be a huge adjustment. Check out 5 quick tips for enjoying happy, healthy golden years.

11/26/2024

High-net-worth earners have differing priorities. Discover how taking a personal approach to financial planning can limit tax exposure.

A personal approach to taxes for high-income earners is key. Learn more from Steve Crifasi of Westover Capital Advisers in Wilmington, DE.

11/25/2024

Eager to stay up-to-date and in-the-know? Dive into our website's articles today!

Stay up to date on all things Westover Capital and the financial planning space right here! For additional assistance be sure to contact our team directly!

11/22/2024

Westover Capital's Family Office Solutions offer tailored strategies for managing wealth across generations. From estate planning to tax optimization, our team prioritizes your family's values and goals.

Explore Westover Capital's Family Office Solutions page to discover tailored services designed to meet the unique needs of affluent families. Contact us today!

11/20/2024

🥪 Are you part of the Sandwich Generation? 🥪

Juggling the responsibilities of caring for your children and aging parents can be challenging. In this article, our team offers tips for long-term care planning, financial management, and emotional support to help you navigate this unique situation.

Tips on caring for aging parents from Steve Crifasi, a financial advisor at Westover Capital Advisors, based in Wilmington, Delaware.