In LA, you have numerous wealth management firms to choose from. We’re quite different from most of them.
Since we established Westmount in 1990, our vision has been clear. Be an incubator for innovative thinking, whether that’s being one of the earliest firms to adopt a business model that puts clients’ interests first, embracing alternative investments like real estate and private debt, or providing leading-edge financial planning.
There’s something else: our people. Westmount strives to be a magnet for the top young talent in wealth management by providing thoughtful mentoring, a supportive environment for growth and the freedom to pursue fresh new ideas on behalf of our clients. That mindset has allowed us to assemble one of the sharpest, most dynamic advisory teams in LA.
Ultimately, our goal is to be LA’s “go to” firm. So far, so good. Our clients represent a broad cross-section of the city’s most successful people. Our exceptional team continues to grow.
If what we’re about speaks to you, we should talk.
Company Details
- Employees
- 40
- Founded
- -
- Address
- 2049 Century Park East,
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- https://westmount.com
- Keywords
- Financial Planning, Asset Management, Wealth Management, Legacy Planning, Private Alternatives, Investment Advisory, Retirement Planning.
- HQ
- Los Angeles, CA
Westmount Partners Questions
Westmount Partners's website is https://westmount.com
Westmount Partners's LinkedIn profile is https://www.linkedin.com/company/westmount-partners-llc
Westmount Partners has
40 employees.
View email and phone details for 40
employees at Westmount Partners.
Westmount Partners's industry is
Investment Management
Westmount Partners's top competitors are
Churchill Management Group At Focus Partners Wealth,
Evoke Advisors,
Beacon Pointe,
Lido Advisors, Llc,
Kayne Anderson Rudnick,
Ep Wealth Advisors,
Ieq Capital,
Westmount Capital Partners,
Aspiriant,
Signature Estate & Investment Advisors, Llc.
Westmount Partners's categories are Investment Management
Westmount Partners's founding year is 1990
