Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Crifasi is an investment advisor representative associated with Westover Capital Advisors, LLC. Stephen has been in the financial services industry since 2009. Stephen is a CERTIFIED FINANCIAL PLANNER™ professional, and is registered with the following states: Delaware, Maryland, New Jersey, North Carolina, Pennsylvania, and Virginia. Stephen specializes in providing financial planning, portfolio management, and consulting services. Stephen has experience working with high net worth individuals, charitable organizations, and pension and profit-sharing plans.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
Consulting and assets under advisement
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
DE
08/03/2023 - Present
Westover Capital Advisors, LLC (WILMINGTON DE)
Active
Inactive
Not sure Stephen Crifasi is the right advisor for you? Invested Better is here to help.
