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