Westmount Partners Email Format
Investment ManagementCalifornia, United States11-50 Employees
Westmount Partners is a mid-sized wealth management firm based in Los Angeles, California, with roots in the investment management field dating back to 1990. The firm pursues an innovative approach to client service, prioritizing clients' interests and incorporating alternatives such as real estate and private debt alongside traditional financial planning. Its client base spans a broad cross-section of Los Angeles' most successful individuals, reflecting its role as a regional advisory presence. In 2022, the firm expanded its leadership with the appointment of Felicia Chang as Director of Wealth Strategy, its first such role.