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.

Growing
Together

As your wealth grows, we can provide you with additional services through our Westwood affiliates, as your needs evolve

Comprehensive
Wealth Management

Following a personalized
discovery process to
understand your values,
financial needs and
goals

Retirement
Planning

Helping clients
plan for life after
work as well as
managing IRA
administration

Charitable
Giving

Customized advice to
help clients influence
their communities
through giving
strategies

Protecting
Your Impact

If you receive, or plan to
leave, an inheritance or
other lump-sum, we can
provide advice to help you
protect your assets

Real-Life
Investment
Solutions

Westwood WealthCoach offers planning tools andinvestment strategies to help you growyour assets and achieve your vision.

Sample Allocation

Fees matter, but performance
matters, too

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?

0.35%

Westwood WealthCoach offers a low-feesolution

$5,000 minimum

Put us to work for you.

Hi, I am and I have a
question about

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.