
Westmount Partners
Westmount Partners is a long-standing independent investment firm in Los Angeles, specializing in wealth management for high-net-worth individuals, families, business owners, and nonprofits.
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Westmount Partners is an independent investment firm based in Los Angeles, California. Founded in 1990, Westmount specializes in wealth management, investment management, and financial planning for individuals, families, business owners, and non-profits. The firm prides itself on its personalized approach, ethical practices, and commitment to going "further" than traditional firms by exploring alternative investments, incorporating ESG principles, and providing institutional-level expertise to individuals.
Westmount's unique blend of experience and innovation has earned them recognition as a top advisor by Barron's and the Financial Times. Their team of experienced professionals, including former federal prosecutors and entrepreneurs, are dedicated to providing clients with clear, unbiased advice and helping them achieve their financial goals while navigating complex market conditions and life events.
Flexibility
Westmount Partners is committed to a flexible work environment, advocating for a healthy work/life balance and offering exceptional benefits. They provide a flexible work schedule, which allows employees to manage their work and personal life effectively. These efforts have been recognized by InvestmentNews, as they named Westmount Partners one of the best places to work for financial advisors every year since 2019.
Benefits
Westmount Partners provides a dynamic and supportive work environment for its employees, fostering a healthy work/life balance through flexible work arrangements and offering exceptional benefits. The firm is a Certified B Corporation, demonstrating its commitment to a more inclusive and sustainable economy for all, which is reflected in their employee benefits package. InvestmentNews has consistently recognized Westmount as one of the best places to work for financial advisors since 2019, a testament to the positive work environment and benefits they provide.
Mission
Westmount Partners, a Certified B Corporation, is an independent investment firm established in 1990 with a mission to provide unbiased financial advice and innovative solutions to clients. They are dedicated to building long-term relationships, empowering individuals and families, business owners, and nonprofits to achieve their financial goals and live the lives they envision. They are committed to ethical practices, prioritizing client interests above all else and embracing a culture of transparency, collaboration, and continuous learning.
Culture
Westmount Partners cultivates a dynamic, supportive, and collaborative work environment. The firm prioritizes a strong team culture, putting clients first, and consistently striving to go further in all they do. Their commitment to ethics and a positive work-life balance are evident in their Certified B Corporation status and their annual recognition as one of the best places to work for financial advisors.
DE&I
Westmount Partners is a Certified B Corporation committed to building a more inclusive and sustainable economy for all. They promote a dynamic, supportive, and collaborative team culture for employees by providing a flexible work environment, advocating for a healthy work/life balance, and offering exceptional benefits.
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