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.
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Each philanthropic entity has a different mission, vision, set of goals and priorities. At Westwood, we understand and embrace the diversity of our nation’s philanthropic sector. We have designed our investment advisory and fiduciary services specifically to meet the ever-evolving needs of our foundation and nonprofit clients.
We work with clients to determine investment goals, timeline and risk tolerance
We can provide custody services, tax and performance reporting, disburse payments and monitor cashflow
We can help you process complex donations and consult on planned giving and fundraising efforts
We can educate your board and staff on important rules and regulations that affect charitable organizations
We can assist with the development of funding priorities, guidelines and grant applications
It’s been said that philanthropy begins at home — and often at a very...
Learn moreMany of our clients make generous charitable gifts and contribute their time and expertise...
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.
