At Westwood, we will champion your values and help make your intentions a reality, providing wealth management expertise in Dallas and Houston to affluent individuals nationwide.

Accumulated wealth often comes with financial complexity. Our advice is focused on a values-based process with leading-edge fiduciary and investment solutions. We will connect your values to your wealth strategy to help create a lasting legacy for you and your family.

That’s why we’ve made it our mission to be the indispensable and trusted financial provider for families and institutions by delivering personalized and holistic advice, services and investment solutions.