Our firm has once again been selected as one of the best places to work for financial advisors by InvestmentNews, a leading industry publication. This is our fourth consecutive appearance on this annual list, a testament to our firm’s enduring core values and strong team culture.
Westmount was one of 75 firms in the financial advice industry selected for this honor. Firms were chosen based on employer and employee surveys delving into everything from company culture, benefits, career path options, and more. Westmount staff gave highest marks to the firm’s leadership and work environment in this year’s survey.
We’re immensely proud of our dedicated and caring staff and will continue our efforts to recruit top-notch talent to serve you.
Align your generosity with long-term goals
Small businesses to disclose more information about ownership.
This report was prepared by Westmount Partners, LLC (“Westmount”). Westmount is registered as an investment advisor with the U.S. Securities and Exchange Commission. The information contained in this report was prepared using sources that Westmount believes are reliable, but Westmount does not guarantee its accuracy. The information reflects subjective judgments, assumptions and Westmount’s opinion on the date made and may change without notice. Westmount undertakes no obligation to update this information. It is for information purposes only and should not be used or construed as investment, legal or tax advice, nor as an offer to sell or a solicitation of an offer to buy any security. No part of this report may be copied in any form, by any means, or redistributed, published, circulated or commercially exploited in any manner without Westmount’s prior written consent.
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