How does the advisor help clients – Key Takeaways:
WESTWOOD WEALTH MANAGEMENT offers a range of financial services to help clients achieve their financial goals. They provide personalized investment advice and financial planning tailored to each client’s individual needs and risk tolerance. With a team of experienced advisors, WESTWOOD WEALTH MANAGEMENT prides itself on providing exceptional customer service and putting their clients’ best interests first.
Some key takeaways include:
- Personalized investment advice and financial planning
- Experienced team of advisors
- Exceptional customer service
- Client-focused approach
Facts and Insights:
WESTWOOD WEALTH MANAGEMENT has been in business for over 20 years and currently has over $1 billion in assets under management. They have a team of 10 advisors who have an average of 15 years of experience in the financial industry. WESTWOOD WEALTH MANAGEMENT primarily serves high-net-worth individuals and families, but they also offer services to institutions, such as pensions and endowments.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion+ | 10 | 20+ years |
Financial Services Offered:
WESTWOOD WEALTH MANAGEMENT offers a variety of financial services to help clients reach their financial goals. These services include:
- Investment advice and management
- Financial planning
- Retirement planning
- Estate planning
- Tax planning
- Insurance advice and solutions
Client Types:
The primary focus of WESTWOOD WEALTH MANAGEMENT is on serving high-net-worth individuals and families. However, they also provide services to institutions, such as pensions and endowments. Their clients come from a variety of industries and professions, and they have the expertise to tailor their services to meet each client’s unique needs and goals.
Fees & Compensation:
WESTWOOD WEALTH MANAGEMENT’s fees and compensation structure is based on the services provided and the complexity of each client’s financial situation. They are a fee-based firm, meaning they may earn fees for services or receive commissions for products they recommend. They are committed to transparency and always strive to fully disclose their fees and compensation to clients.
Background:
WESTWOOD WEALTH MANAGEMENT was founded in 1998 and has been helping clients achieve their financial goals for over 20 years. They are headquartered in Los Angeles, California, with additional offices in Dallas, Texas and Columbus, Ohio. Their mission is to provide personalized financial guidance and exceptional customer service to each and every client.
Financial Advisor Disclosures to Know:
As a registered investment advisor, WESTWOOD WEALTH MANAGEMENT is legally required to disclose any potential conflicts of interest to their clients. These may include financial relationships with third-party service providers or any compensation they may receive for recommending certain products. WESTWOOD WEALTH MANAGEMENT takes these disclosures seriously and is committed to always putting their clients’ best interests first.