Safeguarding Your Assets

Smart, stable, secure

Maintaining data and financial security is a paramount concern for us in today’s
day and age. You can rest assured that we have taken precautions to help protect
your assets and personal information.

Your Assets

When we manage your assets, we have access to them and we can provide advice to you, but for added security, we hold them at a recognized third party on your behalf.

Your Data

We have several layers of security to help protect our clients’ personal information and we work with industry leading partners to ensure that we follow the newest protocol in the ever-changing online environment.


TD Ameritrade
Apex Clearing

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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)