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.

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

Capital Markets Outlook: First Quarter 2018 Review

As 2018 began, many investors had become complacent after a year in which equity markets...

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Recessions, Lions, Tigers and Bears

Even if you could predict a recession, would it help you in the long-run...

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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.


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