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Westmount

About Westmount

Westmount Partners is an independent asset management and wealth advisory firm located in Los Angeles, with additional offices across Southern California. Founded in 1990 by Bob Berliner and his son Jim Berliner, the firm specializes in providing personalized financial advice and investment strategies. Westmount Partners is committed to a fiduciary model, ensuring transparency and aligning its interests with those of its clients.

Min project size

50,000+

Hourly rate

50 / hr

Employees

41

Locations

United States

Year founded

Founded 1990

Service Lines

Consulting30%
Implementation25%
Support & Maintenance20%
Training15%
Custom Development10%

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