We work with clients with a wide variety of needs. They all receive the same personal attention, strategic rigor and executional precision. They all benefit from our irrepressible desire to go the extra mile and help them realize their unique vision. Here’s a snapshot of how we help.
1. Individuals and families
Life gets complicated quick. We can help you rediscover order and clarity. We’ll surround you with people, resources and capabilities that can streamline your financial affairs and leverage your assets in support of your ideal life.
2. Business owners
Amid all the hard work of building your business, it’s easy to lose sight of the big picture. We’ll help you engage in all the necessary planning to fulfill your ultimate goals and maximize the value you’ve created. That includes devising your exit strategy when the time comes and plotting your next chapter.
3. Nonprofits
We’re deeply involved in the nonprofit world, both as individuals and as a firm. Many of California’s top nonprofits are Westmount clients. We’ll help your organization manage everything that leads to long-term strength and stability, from investments to operations to donor education.