You have had a private wealth manager for sometime and you are happy with the results. However, it has been suggested to you that you do not have all your assets with one financial organization. You have given it a lot of thought and that does make good sense to you.
Now you are looking for a wealth advisor Dallas to whom you gave give new, additional money to open an account. You have asked a number of friends and they all seem to point in one direction. You decide to go online and check out which firm they are suggesting for you.
You want a firm with a proven track record. Since you are pretty tech savvy, you search online for reviews plus any judgements that may have been recorded against them. You are also interested in an in person meeting with the firm you will finally choose.
You want a firm that shares your investment philosophy and will help you make your money grow. These funds will eventually be part of your legacy to your family after you pass.
You are not interested in dealing with a firm that will only provide you with cookie cutter investment solutions. You want a personalized investment strategy that will work well with your personal financial and investment goals.
The new firm that you are looking for will also provide you with estate planning. That is something that your current firm does not offer.
The wealth advisor Dallas that your friends have suggested to you is Westwood wealth management. You can reach Westwood Holdings Group, Inc. through their website.
