Westmount’s president and chief investment officer, Jim Berliner, has been included in the Los Angeles Business Journal‘s annual Leaders of Influence – Wealth Managers list for 2021. This annual list recognizes outstanding wealth management professionals in Los Angeles according to assets under management, community leadership, and other factors. This is the fourth consecutive year that Jim has been selected for this honor.
Westmount has been working with high-net-worth individuals, families, foundations and endowments to manage, protect, and grow their wealth for more than 30 years. Clients often come to Westmount for objective advice about their investments, or for guidance about major wealth events or other complex financial situations.
Whether you’re looking to grow your wealth or preserve it for future generations, we customize your investment plan according to your unique goals and circumstances using a mix of traditional and alternative assets. In addition to core stocks and bonds, we offer access to a selection of investments that consider environmental, social, and governance (ESG) factors, as well as timely, niche opportunities in the harder-to-reach private markets (where appropriate).
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Westmount is a Top Independent Financial Advisor for 2021
Adding New Talent to Our Team
The Los Angeles Business Journal used a proprietary evaluation process to select advisors for this annual ranking of the most influential wealth managers in Los Angeles. The professionals featured in these pages did not pay to be included. Their profiles were drawn from nomination materials submitted to the Los Angeles Business Journal. Those selected for inclusion were reviewed by the editorial department and chosen based on a demonstration of impact made on the profession and on the Los Angeles community.