From Westmount Partners
Westmount is an independent wealth planning and investment advisory firm headquartered in Los Angeles. Our team aims to bring clarity and purpose to our clients' financial lives. We've been honing our approach for decades, successfully guiding clients through major life events and tumultuous markets. Along the way, we've introduced new ways of thinking and uncovered innovative strategies that deepen clients’ understanding of the capital markets. To complement our core equity and fixed income strategies, we also provide access to high-value opportunities in the private alternatives space—like direct real estate, private equity, and middle market debt—along with socially conscious strategies.
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