swoosh

Asset Management That Exceeds Expectations

We are an independent investment management firm that takes pride in providing transparent, concierge-level service with a time-tested, disciplined approach.
swoosh

Asset Management That Exceeds Expectations

We are an independent investment management firm that takes pride in providing transparent, concierge-level service with a time-tested, disciplined approach.

Our Services

Westwind Capital is a leading provider of investment management services specializing in separately managed accounts that are tailored to high net-worth individuals’ investment objectives. Our investment management and advisory teams are comprised of CFA®s and CFP®s to implement individualized investment and estate planning needs.

icon

Investment Management Advisory

Active & Passive Investment Strategies
Tax Efficient Strategies
Blended Asset Mix Across Strategies
Treasury Management
Private Market Alternative Investments

icon

Estate Planning

Lifestyle Planning
Multi-Generational
Tax Planning
Philanthropy

icon

Business Advisory

Business Succession
Valuation
Asset Protection

swoosh

About Us & Our Culture

Our legacy began in 1993 when Lord Spence & Associates was formed. The founders decided to break free from the institutional imperative; their mission was to place their clients’ interest first instead of letting a large wire house dictate what their clients should invest in. In the early 2000s, the firm became Spence Asset Management and was one of the first firms in the Southwest to transition to a fee-only advisory firm. Today, as Westwind Capital, we service clients in 40 states and continue to champion the same independent and autonomous thinking as our founders, keeping our clients’ best interests top of mind. Our culture continues to be characterized by significant co-investment in firm investments and a long history of continuity in investment team, advisors and operations personnel.

Our History
About Westwind
swoosh

About Us & Our Culture

Our legacy began in 1993 when Lord Spence & Associates was formed. The founders decided to break free from the institutional imperative; their mission was to place their clients’ interest first instead of letting a large wire house dictate what their clients should invest in. In the early 2000s, the firm became Spence Asset Management and was one of the first firms in the Southwest to transition to a fee-only advisory firm. Today, as Westwind Capital, we service clients in 40 states and continue to champion the same independent and autonomous thinking as our founders, keeping our clients’ best interests top of mind. Our culture continues to be characterized by significant co-investment in firm investments and a long history of continuity in investment team, advisors and operations personnel.

Our History

Giving To Our Community

The success of Westwind Capital is directly related to the relationships we have established with our clients. The employees of Westwind Capital wish to continue to share that success by giving back to community members and organizations in communities we serve through our foundation. Westwind Capital donates a portion of its annual management fees to the foundation, in addition to individual contributions from employees.

Giving Back
Team Photo