Frequently Asked Questions
Answers to the questions we hear most often from parents exploring Westholme for the first time.
What exactly does Westholme do?
Westholme uses AI-driven analysis to review investment options and present the reasoning behind each recommendation in plain language. It's built for people who want informed decisions without spending hours on research or paying ongoing advisory fees.
Who is Westholme designed for?
We built Westholme primarily with busy parents in mind — people who want to manage their family's investments thoughtfully but don't have large blocks of uninterrupted time to dedicate to research and monitoring.
What does "zero-fee principles" mean?
Our approach is built around minimizing unnecessary costs. We prioritize transparency about any fees involved and avoid the layered charges common in traditional advisory models, so more of your money stays invested.
Do I need investment experience to use this?
No. Westholme is designed to explain its reasoning clearly, so you can understand the "why" behind each analysis regardless of your background. That said, it's a tool to support your decisions, not a replacement for your own judgment.
How much time does it take to get started?
The onboarding process is designed to be quick. You provide some basic information about your goals and preferences, and the analysis begins from there. Most people are up and running within a short session.
Is my financial information kept private?
Protecting your data is a core part of how we operate. For full details on what information is collected and how it's handled, please see our Privacy Policy.
Can I use Westholme alongside a financial advisor?
Yes. Many users treat Westholme as a complementary tool — a way to get a clear, independent second perspective before or alongside conversations with a human advisor.
Does Westholme guarantee investment returns?
No. Like any investment tool, Westholme provides analysis and reasoning to support decision-making, but all investing carries risk and outcomes are never guaranteed.
How often is the analysis updated?
Our methodology is designed to reflect current information at the time you request an analysis. We recommend revisiting your analysis periodically, especially after major life or market changes.
What if I want to cancel or stop using the service?
You're free to stop using Westholme at any time. For specifics on account cancellation and any related terms, please refer to our Terms of Service.
How is Westholme different from a robo-advisor?
Unlike typical robo-advisors that often manage assets directly, Westholme focuses on transparent analysis and explanation. The goal is to help you understand and make your own informed decisions rather than hand over full control.
Who can I contact if I have more questions?
If your question isn't answered here, our team is happy to help — just reach out through our contact page and we'll get back to you.
Still have questions? Get in touch with our team.