Westwood Wealth Management

Employees 50 | Firm Type RIA | CEO and President Brian Casey | Location Dallas, Texas | Primary Custodian Pershing Advisor Services |

Westwood Wealth Management allows its employees to leave work early for birthdays and on summer Fridays. It offers a collaborative workspace by bringing colleagues together through the “Idea Lab” and allowing them to share materials no matter where they are through Teams. The firm recognizes its employees annually with the Silver Whistle Award for individuals who reflect values such as loyalty, skill, initiative and poise. The executive team also acknowledges employees with the Warriors of Westwood Award for team members making outstanding contributions to the company. The staff at Westwood has volunteered over 3,500 hours with Habitat for Humanity. To manage stress, the firm has yearly chair massages and lunch n’ learns.

During to the pandemic, the crisis management team has been sending out weekly communications about firm policies and featured news. There is also a rotation schedule so employees can return while not allowing capacity to get above 50%.