Michael Burr, CFP® | Relationship Specialist | Westmount Partners
Michael was born in Los Angeles and raised in upstate New York before returning to California to complete high school and further …
Todd Goldman | Senior Advisor | Westmount Partners
As a senior advisor at Westmount, Todd helps clients craft financial plans and investment strategies that fit with their life goals.
Julie Yoon | Advisor | Westmount Partners
Born and raised in Los Angeles, Julie began her career with Laurel Grove Capital (now part of Carnegie Investment Counsel) as a …
Careers | Westmount Partners
For these efforts, Westmount has been recognized by the Los Angeles Business Journal as one of the best places to work in Los …
Our Team | Westmount Partners
Our team of advisors comprises some of L.A.’s best — both at investing and at taking care of you. Discover what makes our team …
Mike Amash | President | Westmount Partners
Mike’s career parallels the evolution of the industry. A Southern California native, he started as an intern at Prudential Securities …
Los Angeles Financial Advisors | Westmount Partners
Our investment team goes further than other firms. We are relentless in our search for investment opportunities to enhance your …
Our Clients | Westmount Partners | Wealth Management | Los Angeles
Individuals and families are the focus of our wealth management practice, but we also work with many nonprofits and institutional …
Los Angeles Investment Advisors | Worth Top 100 Wealth Advisors
We are an independent investment advisory firm in Los Angeles with expertise in alternatives, sustainable investing, financial …
Westmount | Nonprofit investment management | Los Angeles
Our relationship spans strategy, investment selection and a whole lot more Your domain is the nonprofit world. So you know how …