- Anywhere

Westwood Wealth Management
Westwood Wealth Management, a division of Westwood Holdings Group, offers comprehensive wealth management services to affluent individuals and families, focusing on aligning clients’ values with their financial strategies. Their offerings include integrated financial planning, estate and trust services, customized investment solutions, and philanthropic advisory services, all designed to address the complexities of significant wealth and to help clients create lasting legacies.
Operating through Westwood Trust and Westwood Advisors, LLC, they provide fiduciary and investment advisory services, including access to their WealthCoach digital platform. With offices in Dallas and Houston, Westwood is committed to delivering personalized, holistic advice and services to clients nationwide.