Advisor at Westwind Capital
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Firm
Westwind Capital
Location
Las Cruces, NM 88011
Credentials
CFP®, Series 65
Industry experience
5 years
Scott Lieberwirth is a CFP® and holds a Series 65 license, with five years of industry experience. He has worked at Westwind Capital since 2022 and previously spent four years at Spence Asset Management. Before his financial advisory career, he was affiliated with the University of Texas at El Paso for nine years. Westwind Capital is a registered investment adviser managing approximately $796 million for individuals, high-net-worth clients, trusts, retirement and pension plans, and other institutional clients. The firm employs a disciplined, long-term investment approach across multiple strategies, including equity, income, balanced, ETF, and customized options, with active management of pooled vehicles and institutional mandates.
Based on Westwind Capital
Financial planning fees may be charged as fixed fees; fees negotiated per client
$0 - $250,000: 1.50% annually (Equity) $250,001 - $750,000: 1.25% annually (Equity) $750,001 - $1,000,000: 1.00% annually (Equity) $1,000,001 - $10,000,000: 0.75% annually (Equity) $500,000 - $1,000,000: 0.75% annually (Fixed Income/Treasury Management) $1,000,001+: 0.60% annually (Fixed Income/Treasury Management) No minimum stated+: 0.30% annually (Treasury Management)
Financial planning fees may be charged hourly; fees negotiated per client
Account minimum: $100,000 Fee-only: Negotiable hourly or fixed fees for financial planning services
1800 S. Telshor
Las Cruces, NM 88011
Colorado · New Mexico · Texas
Westwind Capital
2024 - Present (2 years)
Spence Asset Management
2020 - 2024 (4 years)
University of Texas at El Paso
2011 - 2020 (9 years)
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Other specialized services
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