Connect with Westover Capital Advisors
Whether you are planning for retirement, restructuring an operating business, or seeking integrated tax advice, our fiduciary team is ready to assist.
Send an Inquiry or Schedule a Meeting
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Wilmington, Delaware Office
Physical Address
1013 Centre Road, Suite 405
Wilmington, DE 19805
Conveniently located off Route 141 and Lancaster Pike, minutes from downtown Wilmington and I-95. Free accessible visitor parking available.
Telephone & Inquiries
Main Switchboard: (302) 427-9600
Toll-Free Fiduciary Line: Available upon request
Standard Office Hours
Monday – Friday: 8:30 AM – 5:00 PM EST
Evenings and Saturday advisory appointments available upon advance request.
Direct Professional Line Directory:
- • Murray Sawyer, JD: (302) 427-6988
- • Chip Sawyer, CFA®: (302) 427-8080
- • Matt Beardwood, CFP®: (302) 633-4040
- • Steve Crifasi, CFP®, CTFA: (302) 485-1188
- • Dennis Perdue, CPA: (302) 499-2499
- • Caitlyn Tierney, CFP®: (302) 394-3996
- • Jennifer Reichner: (302) 427-6998
- • Kelly Doran: (302) 552-1122
- • Sawyer Crowley: (302) 427-8800
- • Brendan McDevitt: (302) 295-3781
Client Portal & Account Gateway
Existing clients can securely access real-time portfolio performance, quarterly custodial statements, tax document vaults, and consolidated balance sheet reporting through our institutional custodial partners.
Regulatory Documents & Customer Relationship Disclosures
As an SEC-Registered Investment Adviser, Westover Capital provides full public transparency into our fees, fiduciary obligations, and privacy protections.
Form CRS (Client Relationship Summary)
A concise summary describing our fiduciary relationships, standard of conduct, advisory fees, and conflict-of-interest policies under SEC rules.
Form ADV Part 2A Narrative Brochure
Our complete annual regulatory brochure disclosing firm background, advisory fee schedule, asset allocation methodologies, and key personnel credentials.
Annual Privacy Notice
Comprehensive description of how Westover Capital safeguards your non-public personal financial data, Social Security numbers, and account records.
Westover Tax Services, LLC
Disclosure regarding our wholly owned accounting subsidiary delivering integrated tax return compliance, planning, and accounting oversight.