Westmount Partners, LLC is a Los Angeles-based independent wealth management firm founded in 1990 by Jim Berliner and his father, Bob. Managing approximately $5.8 billion in assets, the firm offers comprehensive financial services, including investment management, financial planning, and family office services. Westmount’s investment approach integrates traditional assets with alternative investments, aiming for long-term growth while remaining adaptable to short-term opportunities. The firm emphasizes building enduring client relationships grounded in trust and transparency, catering to a diverse clientele such as individuals, families, business owners, and nonprofits. As a Certified B Corporation, Westmount is committed to ethical practices and aligning its operations with clients’ values. citeturn0search0turn0search7turn0search17