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 Your Future

Accumulate Wealth

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 0.50%

    Your Annual Savings


    Transparent Fees

    No additional trading or custody fees.**

    *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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      question about

      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)