Client Access

Transformation for Generations

At Westwood, we will champion your values and help make your intentions a reality.

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.

Financial Planning

An integrated financial plan that addresses every stage of life and oversees all aspects of your wealth management strategy Learn More

Estate & Trust Services

An approach to navigating the complexities involved with safeguarding your legacy Learn More

Investment Solutions

Highly customized strategic and tactical investment solutions designed to improve client outcomes while preserving client capital Learn More

Philanthropic Services

Customized investment advisory and fiduciary services to address the unique and ever-evolving needs of philanthropic organizations Learn More

Let’s Start a Conversation

We welcome the opportunity to learn more about how we can serve you. Please click on one of our offices below to get started.

Dallas Houston

Discover More with Westwood Insights

What’s (left) in a name?

Learn more

Back to Basics: Diversification and Asset Allocation

Learn more

Westwood Wealth Management is a division of Westwood Holdings Group that offers trust and fiduciary services through Westwood Trust, a Texas-chartered trust company, and investment advisory services through Westwood Advisors, LLC, including the WealthCoach digital platform.