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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Capital Markets Outlook | Second Quarter 2020 Review

Global markets experienced a strong recovery in Q2, rebounding sharply in April with the...

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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.