We are proud to announce that we have joined Westwood Holdings Group, Inc., a Dallas-based firm that provides investment management services to institutional investors, private wealth clients and financial intermediaries. With offices throughout Texas, as well as in Toronto, Boston and Omaha, Westwood offers a range of investment strategies through multiple platforms.
We customize investment and money management solutions to fit your life and your goals. Our team of trusted professionals takes the time to get to know you and your specific needs rather than sell you pre-packaged products. Here are some of the many ways we can help:
- Investment Management
- Trust and Estate Services
- Financial Planning
- Services for Foundations or Charitable Organizations