Global Reach, Texas Pedigree
“We put our clients first, period. While many firms fixate on their bottom line, Westwood’s focus will continue to be on the growth and protection of our clients’ wealth. More than just words, this mantra is a cultural pillar at Westwood.”
–Leah Bennett, President, Westwood Wealth Management
Personalized and Thoughtful Service
For more than 40 years, Westwood has empowered Texans with industry-leading financial advice. Our disciplined approach, and the careful stewardship of our clients’ portfolios, has enabled Westwood to become one of the largest Texas-based wealth and asset managers.
Today, we proudly serve clients throughout the great state of Texas, and more broadly across the United States. We provide tailored wealth solutions based on our flexible, customizable and comprehensive planning capabilities, paired with personalized client service.
Experience Is Just the Tip of Our Iceberg
Over the last four decades of varying market conditions and by comprehensively addressing client needs, Westwood has developed an ever-growing suite of services designed to identify what matters most to our clients and guide them as they achieve their financial milestones.
Westwood has helped Texans navigate the complexities of wealth by leveraging our skilled professionals, bespoke approach and ability to put innovative ideas to work in client portfolios—all built on our well-established track record. Our qualified, diverse and dedicated team partners with you to enhance your family’s legacy. Westwood looks forward to continuing our history of delivering solutions that create Texas-sized impacts for our clients and community.
Our capabilities are designed to provide a holistic and thorough review with actionable results. A sampling of our capabilities include:
- Provide customized financial solutions and investment expertise based on your specific needs and objectives. Learn more.
- Vet and recommend alternative asset solutions for clients, including organizing capital calls.
- Share opportunistic investment options during times of market dislocation. Learn more.
- Design bespoke and comprehensive estate plans. Learn more.
- Identify and implement tax strategies to protect your wealth.
- Serve as an executor or trustee for your family and loved ones.
- Develop a comprehensive review and succession plan for your business.
- Review and develop charitable and philanthropic endeavors. Learn more.