TRUST & RETIREMENT SERVICES

Westwood offers extensive services related to retirement planning. We offer a number of tax-advantages accounts as well as assistance in creating viable retirement plans for individuals and companies. In order to create retirement assets investors should first take advantage of the many savings programs. These include any "matching" programs in your companies 401K, self-employment plans, and regular IRAs. Westwood Asset Management helps investors gauge their retirement needs and plan accordingly.

Trusts are an efficient way to manage assets for individuals and families, and have a number of legal benefits. The principals of Westwood have a long history of assisting family trusts in managing their assets. We can also consult on the creation or amendment of a trust.