We’re here to help you harness a vital yet abstract force in your life — your wealth. We’ve been honing our skills in this area for decades, while successfully guiding people through major life events and tumultuous markets to reach their goals and dreams.
These are some of the expert capabilities you command as a Westmount client:
We explore innovative investment services, asset classes, and planning strategies that fit your unique situation. Together, we create meaningful value and keep you ahead of the curve.
We leverage our scale, reputation and expertise to give you access to specialized, timely alternative investment strategies. These complement investments in conventional asset classes.
We help you preserve and pass down more wealth to the next generation. To do it, we create a sophisticated estate plan that aligns your legacy, charitable goals and other big picture priorities.
We provide you and your family with practical education and thoughtful guidance. We facilitate healthy dialogue and prepare heirs for the responsibilities of multi- generational wealth.
Our goal is for you to keep more and pay less. Using intelligent tax planning, analysis, and coordination, we allow you to make tax-savvy financial decisions.
We help you confidently navigate the financial, logistical and psychological aspects of an IPO, business sale or other major financial windfall.
Combining our experience with powerful technology, we offer you clarity into your future. This intel informs a customized plan that helps us answer fundamental financial questions and chart a clear course for you.
By proactively evaluating risks, existing coverages, and future liquidity needs, we protect your family wealth from unexpected events.
Leveraging our time-tested investment platform, we integrate rigorous research, intensive analysis, and expert judgment to build you a balanced, highly customized portfolio.
We allow you to dramatically streamline your day-to- day financial life, with the convenience of services like account aggregation, online bill pay, and crystal-clear financial reporting.