Welcome to client-focused private wealth management
At Westwood, we help families and individuals protect their hard-earned assets while pursuing the financial goals that matter most to them.
As a Westwood client, you will work with a Relationship Manager who gets to know you and your goals intimately. Your Relationship Manager leads a team of professionals that oversee every aspect of your wealth management strategy – from implementing your customized portfolio and providing you with detailed reporting, to answering your questions and taking care of your day-to-day needs.
At the heart of our portfolio construction process is the Enhanced Balanced™ Portfolio. Click here to learn more about this time-tested investment framework, or browse the portfolio’s underlying funds below.