It’s not just a certification—it’s a global movement. We’re joining forces with more than 9,000 other B Corps around the world to raise the standards for business and show a better way forward. #GenB #BCorpMonth
关于我们
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.
- 网站
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https://westmount.com
Westmount Partners的外部链接
- 所属行业
- 投资管理
- 规模
- 11-50 人
- 总部
- Los Angeles，CA
- 类型
- 私人持股
- 创立
- 1990
- 领域
- Financial Planning、Asset Management、Wealth Management、Legacy Planning、Private Alternatives、Investment Advisory和Retirement Planning
地点
Westmount Partners员工
动态
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#BCorpMonth has arrived! As a Certified B Corporation?, we believe there’s a better path to a better world—one of action and purpose, inspiration and community. This movement is powered by an emerging generation of people using business as a force for good. We call it #GenB. This #BCorpMonth, we’re celebrating our work alongside thousands of other B Corps around the world. Learn how to support—or become—a B Corp by following the hashtag #GenB.
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The Social Security Administration will begin paying retroactive benefits to those previously affected by the Windfall Elimination Provision (WEP) and Government Pension Offset (GPO) provisions. Both provisions were eliminated as part of the Social Security Fairness Act, which went into effect earlier this year. Eligible beneficiaries will also begin to receive larger monthly payments starting in April. Read the full announcement for more information:?https://lnkd.in/gP82BVuE
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Investing in private companies has historically been challenging, if not impossible, for most investors. ? → Lack of access → Illiquidity → Little diversification ? But we have been changing the narrative for our clients by tapping into the private equity markets, which offer: ? → Significant diversification → Periodic liquidity → Skilled investment management ? Find out how????https://lnkd.in/gYRxXvVb
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Investing in private markets—like private credit and private equity—has been on the rise, and it's easy to see why. → These assets have consistently outperformed public markets. → New access points are making private investments more accessible than ever. For our clients, private investments have also provided an attractive way to: ?? Enhance returns ?? Diversify risk Why does investing in private markets matter? Find out → https://lnkd.in/gcdnshXH
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U.S. large-cap stocks drove strong performance in 2024, with returns more uneven across asset classes. As we move into 2025, our diversified strategy continues to outperform. Read more in our Q4 analysis → https://lnkd.in/gHQUQXy8
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As wildfires continue to burn across the Los Angeles region, the need for reliable, up-to-date information has never been greater. To aid those affected by the fires, our team has compiled a Wildfire Resource Kit that includes a list of available resources, timely updates, and essential contacts. The Resource Kit leverages information from local businesses and news media, plus local, state, and federal agencies. Inside, you’ll find information about: ?? Insurance and claims ?? Housing assistance ?? Disaster relief resources ?? Mental health support services ?? Animal and pet support Check it out now on Insights Lounge: https://lnkd.in/gCG_PgB2
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The ongoing wildfires have impacted many in LA. For the latest on policy cancellations and non-renewals, visit?https://lnkd.in/gQWWkzZ3.
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By becoming a B Corp, we're living our values?and expressing those of many of our clients. Learn more about our B Corp certification and what it means to us →?https://lnkd.in/g_tcKMf9