We believe business can be a force for good. That’s why we’re proud to be a B Corp—striving to prioritize people, the planet, and profit. From investing in sustainable initiatives to creating an inclusive workplace, we're committed to making a positive impact. But what does having a B Corp-certified financial advisor mean for you? ?? Find out at https://lnkd.in/gwiYvaga
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
-
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
-
It's hard to believe Giving Tuesday is almost here! As you prepare to make an impact, here are a few things to keep in mind. #GivingTuesday
-
We’re #hiring a new Accounts Receivable Specialist in Los Angeles Metropolitan Area. Apply today or share this post with your network.
-
Recently, a few of our team members had the opportunity to attend the Children's Law Center of California's 2024 Art of Advocacy Gala. Thank you, CLC, for the important work you do for our community!
-
-
Nonprofits, your work is essential to our communities, supporting?those in need and advocating for the underserved. ? But are hurdles like these creating uncertainty and limiting your impact? ? →?board continuity → shifting market conditions →?declining donor engagement ? Join us on November 14 at 1:00 PM PT for an in-depth discussion on these common challenges and a few best practices for helping?your organization thrive. ? See you there?? https://lnkd.in/gMpxnMsE
-
?? We are so excited to partner with Foster Nation to help make a difference for foster youth in Los Angeles. Each year, 1,000 young people age out of the foster care system in LA, often without the support structures many of us take for granted. Foster Nation’s "Next Step Kits" are there to help with essential items and encouragement. You can be part of this incredible initiative, too. Click the link to learn more and contribute today: https://lnkd.in/gatsyqKZ #MakeAnImpact #FosterNation #YouthSupport
Donate to Westmount Next Step Kit Campaign
fundraise.fosternation.org
-
Ready to tackle year-end with confidence? Our 2024 Year-End Planning Checklist walks you through considerations for investment, income tax, estate planning, charitable giving, retirement planning, and more. ? Download your copy here????https://lnkd.in/gDzVDmWF
-
-
Recently, we traveled back in time with some of our clients to explore the iconic Roxy Theatre?? It was an afternoon filled with legendary artists, great music, and even better company. Here are a few snapshots from an unforgettable event! #RoxyTheatre
-
-
Nonprofits serve a vital function in our communities, prioritizing people in need and important causes over the pursuit of profits. But in order to succeed, they need to be strong, strategic, and sustainable. That's where we come in ?? With over 30 years of experience, we help nonprofits with strategy, investment selection, and a whole lot more: - Optimize investments for growth and sustainability - Establish solid investment policies - Navigate compliance and risk management - Educate donors on maximizing their impact We're not just your advisors; we become part of your team, offering strategic support and tailored solutions to your organization. Learn more about how we can support your nonprofit's mission at https://lnkd.in/gsBF4Tjz #nonprofit #wealthmanagement