Your Values. Your Influence. Your Legacy. Our Advice.

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.

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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

How the CARES Act Will Impact Taxes

The Coronavirus Aid, Relief, and Economic Security (CARES) Act rapidly passed both houses of...

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First Look 2021: Changes Are Coming; Consumers Increasingly Optim...

While domestic equity markets are once again near all-time highs, along with a hot...

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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.