The Westmoreland Group delivers the intimacy of a boutique with the resources and opportunities of a global institution. We provide our clients with privileged access to resources normally reserved for the largest institutional investors in the world. Substantial wealth is different. It deserves substantially different care.
The Westmoreland Group is a highly experienced wealth advisory team that serves corporate executives, affluent families, public and private foundations and corporations. We have successfully worked with Financial Advisors nationally to provide creative strategies for their clients’ complex financial needs. As of 12/31/2013 clients have entrusted our group of seasoned professionals with over $3 billion in assets and liabilities. More than 70% of our existing assets are jointly held with outside advisors.
In addition to traditional portfolio construction, we advise on credit and lending, estate and trust planning strategies, hedging and monetization, risk management for concentrated stock positions, and philanthropic services.
We are committed to providing the highest level of service equally to our partners and external clients in a family office environment designed to meet their needs and exceed expectations.
Our group has over 110 years of combined investment experience and we maintain a highly trained staff of professional client service associates with over 75 years of industry experience. By working with our group, clients have access to a carefully constructed infrastructure and the global resources of Merrill Lynch dedicated to meet their needs.
In 2013, and 2014 Rod was selected by the Financial Times to their list of the top 400 Financial Advisors in the country.
In 2009, 2010, 2011, 2012, 2013, and 2014 Rod was selected as a top Advisor in Georgia in Barron’s Special Report of the nation's top 1200 advisors and was chosen as the #1 Advisor in Georgia in each of the last 5 years.
Every year from 2007 through 2013, Rod has been named in Barron’s as one of the “Top 100 Financial Advisers” in the country.