September 24, 2019 – For the seventh year, Westmount President and Chief Investment Officer Jim Berliner has been honored by Barron’s as one of America’s top independent wealth advisors. The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms, and the quality of the advisors’ practices. The scoring system assigns a top score of 100 and rates the rest by comparing them with the top-ranked advisor.
To learn more about Westmount and our investment and financial planning capabilities, contact Mike Amash at mamash@westmount.com or call 310-556-2502.