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

  start-a-business
Start a Business

Cash Flow

 
Comprehensive Wealth Management

Protect Capital

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 0.35%
Your Annual Savings
$123

Transparent Fees

No additional trading or custody fees.**

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

**0.35% fee includes trading and custody expenses. Please see the WealthCoach brochure for detailed fee information.

Knowledge Base

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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.