Westmount’s President and Chief Investment Officer Jim Berliner has been honored by Barron’s as one of America’s top independent wealth advisors for 2021. This annual ranking seeks to recognize leading independent financial advisors in the U.S. based on assets under management, revenues generated, and the quality of the advisors’ practices. This is the ninth year that Jim has been selected for this honor; Jim has also appeared in Barron’s annual ranking of the top 1,200 financial advisors by state.
As one of Los Angeles’ top independent wealth advisors, Westmount has worked with high-net-worth individuals, families, foundations and endowments for more than 30 years. Clients often come to us 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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Jim Berliner Named a Leader of Influence for 2021
Adding New Talent to Our Team
Barron’s “Top 100 2021 Financial Advisors” bases its ratings on qualitative criteria: professionals with a minimum of seven years of financial services experience, acceptable compliance records, formal succession plans, high client retention, and more. Financial advisors are quantitatively rated based on varying types of revenues and assets advised by the financial professional, with weightings associated for each. Because individual client portfolio performance varies and is typically unaudited, this rating focuses on customer satisfaction and quality of advice. The rating may not be representative of any one client’s experience because it reflects a sample of all of the experiences of the financial advisor’s clients. The rating is not indicative of the financial advisor’s past or future performance. Neither Westmount nor its financial advisors or private wealth advisors pay a fee to Barron’s in exchange for the rating. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.