Westmount is an independent wealth planning and investment advisory firm headquartered in Los Angeles and with offices throughout Southern California. The team aims to bring clarity and purpose to clients’ financial lives. They’ve been honing their approach for decades, successfully guiding clients through major life events and tumultuous markets. Along the way, they’ve introduced new ways of thinking and uncovered innovative strategies that deepen clients’ understanding of the capital markets. Westmount complements their core equity and fixed income strategies with 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 and other high-value investments.
Keywords: Registered Investment Advisor, Wealth Advisor Asset Management, RIA Firm, Financial Advisor, Wealth Management Advisor, Investment Management, Wealth Management, Alternative Investments, Thematic Investing, Clean Water, Renewable Energy, Clean Technology
Sector: Service with Minor Environmental Footprint
Size: 10-49 employees
B Corp Certified – Impact Score: 101.7
