Our advice integrates a values-based discovery process to make sure we understand the causes and people that are most important to you.
We begin every client relationship with an in-depth needs assessment to understand your investment objectives and risk tolerance. We develop customized strategies to help you achieve your desired outcomes.
We follow a personalized discovery process to understand your values, financial needs and goals
Helping clients plan for life after work as well as managing IRA administration
Helping clients develop an estate plan to enable them to leave a legacy that reflects their values
Customized advice to help clients influence their communities through giving strategies
Helping business owners handle planning needs, such as succession planning
We welcome the opportunity to learn more about how we can serve you. Please click on one of our offices below to get started.
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.
Financial planning services are only available through Westwood Trust.