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Westwood Wealth Management
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Westwood Wealth Management
Home
Contact
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Westwood Wealth Management is an SEC registered investment adviser based in Los Angeles, California. Additional information about Westwood Wealth Management is available on the SEC's website at www.adviserinfo.sec.gov. Westwood Wealth Management's CRD number is: 290658.

This website is a publication of Westwood Wealth Management. Information presented is believed to be factual and up to date but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed all expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change information on this website does not involve the rendering of personalized investment advice but is limited to the dissemination of general information on products and services a professional advisor should be consulted before implementing any of the strategies presented content should not be construed as an offer to buy or sell or a solicitation of any offer to buy or sell the securities mentioned herein. All expressions of opinion reflect the judgment of the author as of the date of publication and are subject to change.

Westwood Wealth Management may provide hyperlinks to third-party websites as a convenience to users of the website. We do not control third-party websites and are not responsible for the contents of any linked-to, third-party websites or any hyperlink in a linked-to website. Westwood Wealth Management does not endorse, recommend or approve any third-party website hyperlinked from the website. Westwood Wealth Management will have no liability to any entity for the content or use of the content available through such hyperlink.

Westwood Wealth Management is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements registration as an investment advisor does not constitute an endorsement of the firm by securities regulators nor does it indicate that the adviser has attained a particular level of skill or ability any tax and estate planning information provided is general in nature and should not be construed as legal or tax advice always consult an attorney or tax professional regarding your specific legal or tax situation all investment strategies have the potential for profit or loss different types of investments involve varying degrees of risk and there can be no assurance that any specific investment or strategy will be suitable or profitable for our clients investment portfolio. Economic factors, market conditions, and investment strategies will affect the performance of any portfolio and there are no assurances that it will match or outperform any particular benchmark.

Form CRS