We aim to improve your investment outcomes and protect your capital in challenging markets through diversified, customized investment solutions. Working together with you, we can develop investment strategies that benefit you and those you care about the most.
Customized strategic and tactical balanced portfolios focused on achieving specific client outcomes
Personalized portfolio solutions focused on real-time tax management, with an aim to enhance returns on an after-tax basis
Separately managed accounts designed to suit individual needs, spanning across a variety of investment strategies, including stocks, bonds and liquid alternatives
Advice and guidance to assist in establishing investment policy guidelines in line with industry best practices
Actionable perspectives and capital market insights from across our firm, providing insight on market trends and potential risks
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.