Investing for All

At Westwood WealthCoach, our mission is to level the playing field for all investors.

Real-Life Investment Solutions

Smart financial planning and the right mix of investments can help you achieve your life goals. We combine technology and unbiased human advice to help you get there.

Low Cost

To help level the playing field, we offer a flat, low fee that includes when-you-need-it digital advice at no additional cost.

Experience Advice

We’ve been there. At Westwood WealthCoach, we have investment professionals and experienced WealthCoach advisors, who have navigated some of the most challenging markets in history. Count on our advice and experience to help you create your future.

Concierge Service

A WealthCoach advisor will answer your financial questions and help you get started with a free initial session. No strings attached. As a client, you will have a digital WealthCoach advisor at your fingertips.

 
Retire Healthy

Retirement Planning

 
Job Transition

IRA Rollover

  invest-for-future
Invest for Your Future

Accumulate Wealth

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Start a Business

Cash Flow

 
Comprehensive Wealth Management

Protect Capital

Real-Life Investment Solutions to Achieve Your Goals

Using a combination of investment experience and technology, we can build a tailored hybrid portfolio for you using a combination of active and low-cost indexing solutions.

CREATE YOUR FUTURE

Solving for Real-Life Investment Challenges

Our experienced asset allocation team meets regularly to determine the best investment options. This human element sets us apart from robots and tech companies pretending to be investment experts.

Change Your Goals or Simply Monitor and Adjust

You can monitor your progress to achieving your goals, make adjustments to your investment selections, and add or change goals. WealthCoach advisors are here to help you as life happens.

Concierge Experience

Access your account balances, see how your investments are performing, and most importantly, track your progress on financial goals.

Put us to work for you. Let's start a conversation. No strings attached.

WealthCoach at Your Fingertips

You can ask questions about investing, retirement, tax planning, college savings, mortgages — you name it, a WealthCoach advisor can answer.

Get started.


ASKWEALTHCOACH

Low Fees

Westwood WealthCoach fees are low and, unlike some competitors, include advice at no additional cost.

Plan to keep more of your hard-earned money working for you.

    Annual fees with a traditional
    advisor are typically 1.00%*

    Annual fees with your personal WealthCoach are 0.50%

    Your Annual Savings

    $123

    Transparent Fees

    No additional trading or custody fees.**

    INVEST NOW

    *Source: Bloomberg Inside Information Planning Profession Fee Survey, 2017

    **0.50% fee includes trading and custody expenses. Please see the WealthCoach brochure for detailed fee information.

    Knowledge Base

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      Thank you for your question.

      Your WealthCoach advisor will respond to you within the next business day.

      The AskWealthCoach feature enables existing clients and other users to submit questions to the Westwood WealthCoach team. Existing clients may submit questions through AskWealthCoach for no additional fee. Other users may also submit questions for no fee. However, submitting questions or participating in a free session does not establish an investment advisory agreement or other relationship with Westwood Advisors, LLC.

      At Westwood WealthCoach, we are on a mission to level the playing field for all investors. We believe everyone deserves their own personal WealthCoach advisor - someone who can provide advice and help manage their finances. Westwood WealthCoach is a digital wealth advisory platform that combines both human advice and technology to help individuals and families achieve their goals in life. We look forward to sharing our investment experience to help you get where you want to go. Our parent company, Westwood Holdings Group, offers investment advisory services through Westwood Advisors, LLC, a wholly owned subsidiary of Westwood Holdings Group, Inc. (NYSE: WHG)