Westwood Wealth Management

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

pension consulting services

Guidance on pension options to ensure a secure financial future.

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

robo advisory platform

Robo advisory platform

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

fixed fees

Set rates for specific services, regardless of time or assets managed.

commissions

Earned based on transactions or products sold.

percentage of assets

A percentage of the total value of assets under management is charged.

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.