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Westchester Wealth Advisors, LLC
Westchester Wealth Advisors is a Tampa-based multi-family office RIA providing fiduciary wealth and estate planning for high-net-worth families.
Westchester Wealth Advisors, LLC
Westchester Wealth Advisors, LLC is a registered investment adviser headquartered in Tampa, Florida. The firm offers multi-family office services, including comprehensive financial planning, asset allocation, and family governance. No founding year or named principals are publicly available. The firm's investment approach emphasizes diversified, long-term-oriented portfolios across public equities, fixed income, alternative investments, and cash. Services include tax optimization, estate planning, and philanthropic strategy, tailored to multi-generational wealth preservation. Westchester Wealth Advisors operates primarily within the United States and serves clients in Florida and surrounding regions. Team size and additional offices are not disclosed. The firm is registered with the SEC as an RIA, operating under a fiduciary standard. No recent operational events are publicly documented. Westchester Wealth Advisors distinguishes itself as a multi-family office structured to serve multiple families under a single fiduciary framework, providing continuity across generations. Its governance model centers on client-aligned planning rather than proprietary products.
General information
Firm type
Multi Family Office
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Tampa
Corporate office
Tampa, FL, United States
Sector focus
Frequently asked questions
What services does Westchester Wealth Advisors offer beyond investment management?
The firm provides comprehensive multi-family office services including financial planning, tax strategy, estate planning, philanthropic advisory, and family governance. These are delivered under a fiduciary RIA model.
Is Westchester Wealth Advisors a single-family or multi-family office?
It operates as a multi-family office and registered investment adviser, serving multiple unrelated families. This structure allows shared resources and expertise across its client base.
How is Westchester Wealth Advisors regulated?
The firm is registered as a Registered Investment Adviser (RIA) with the Securities and Exchange Commission (SEC), subject to fiduciary duties and periodic regulatory examinations.
What is the firm's investment philosophy?
Westchester Wealth Advisors emphasizes long-term diversified portfolios spanning public equities, fixed income, alternatives, and cash. The approach prioritizes wealth preservation and multi-generational planning.
Does Westchester Wealth Advisors offer tax and estate planning?
Yes, tax optimization and estate planning are core offerings integrated with investment management to minimize tax liabilities and facilitate wealth transfer across generations.
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