Westwood Holdings Group

Westwood wealth management private client portal.

Clients are able to view their accounts, holdings, transactions, and documents. As a client of Westwood, we strive to provide this information to you in a timely and accurate manner. You are able to dynamically engage with Westwood by visiting your money, receiving documents, and reviewing transactions. This is meant to be a snapshot of your financial picture at Westwood. For a more complete and holistic discussion please reach out to your advisor or client service team member who can provide you customized support.