More money? More challenges. More opportunities.
Take control of your financial life. Accumulated wealth and unexpected assets can spiral out of control in a hurry. Live your wealth responsibly.
The WealthCoach Playbook
Whether you planned it or not, you’ve accumulated a nest egg. It’s comforting to know you’ve got money you can fall back on. It also comes with responsibility. Protect it fiercely. Make smart financial choices. At Westwood WealthCoach, we want to help you. Be true to yourself, your heritage and your future. With access to our broader corporate family, we have a unique ability to meet you where you are today. We can help you address the challenges and embrace the opportunities.
So, what can you do?
Invest for your future responsibly. Your way.
Grow your wealth responsibly.
Protect your inheritance. Give back.
Westwood WealthCoach offers planning tools and
investment strategies to help you grow
your assets and achieve your vision.
Fees matter, but performance
Fees are important. The right advice, the right approach and strong performance are just as important.
WealthCoach Real-Life Solutions: focused on goals-based investing.
At Westwood WealthCoach, we believe low fees are important, but make no mistake: performance does matter.
Do you want to invest with experienced investment professionals or tech experts, who are training to be investors on your dime?
Westwood WealthCoach offers a low-fee
Existing clients may submit questions through the chat and other communication features of the AskWealthCoach platform for no additional fee. Other users may also submit questions for no fee. However, submitting questions or participating in a few session does not establish an investment advisory agreement or other relationship with Westwood Advisors, LLC.
Thank you for your question.
A WealthCoach advisor will respond to you within the next business day.