WealthCoach is an automated investment advisory service to help you invest for your future. You can access a wide array of outcome-oriented investment solutions — including actively managed funds, index funds or a hybrid approach. These solutions can be adjusted to suit your personal needs, tolerance for risk and investing horizon.
Learn more
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 we enter the second half of 2019, it’s important to understand the factors...
Learn moreEven if you could predict a recession, would it help you in the long-run...
Learn moreWestwood 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.
