Providing You Clarity Through Comprehensive Financial Planning.

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PLANNING AS KEYSTONE

Planning.
For Your Life’s Work.

With wealth comes complexity and opportunities for strategy—specialized advice is what you deserve. Whether planning for retirement, a business exit or strengthening your legacy, leverage the expertise of our planning team. At Westmount, we understand more than just your portfolio.

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TAILORED FINANCIAL PLANNING

Full-Service.
Integrated Wealth Management.

Investing strategy, taxes, insurance, charitable goals, retirement, and estate planning must work together to maximize your wealth.

Your dedicated Westmount CFP® professional works with our in-house portfolio managers and insurance experts to create a cohesive, actionable plan. We also collaborate with your other professionals, like your accountant and lawyer, because at Westmount, true planning is integrated.

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CLIENTS FIRST

A Relationship Built On Trust. Always.

You deserve expertise. You also deserve dedication. When it comes to our people, you only work with advisors who have a fiduciary obligation to act in your best interests. We make decisions based on your needs, not ours.

  • Independent, private wealth management

  • Researched personalized financial planning recommendations

  • Asset-based fees aligned with your interests

What We Do.

  • Wealth Preservation

    How can I ensure that my wealth is preserved for future generations?

    What strategies can help protect my assets today while ensuring a tax-efficient transfer to future generations?

  • Tax Optimization

    What are the most effective ways to minimize my tax liability?

    How can I take advantage of tax-advantaged investment opportunities?

  • Investment Management

    What investment strategies are best suited for my risk tolerance and financial goals?

    How do I diversify my portfolio to balance growth and security?

  • Estate Planning

    Are my estate documents up to date (wills, powers of attorney, health directives)? Would trust planning be beneficial for my family?

  • Philanthropy

    How can I incorporate charitable giving into my financial plan in a tax-efficient manner?

    What are the different ways to structure my philanthropic efforts to maximize impact?

  • Retirement Planning

    How much do I need to save to maintain my lifestyle in retirement?

    What are the best strategies for managing income and withdrawals during retirement?

  • Business Succession

    What is the best way to keep the family business in the family? How early do I need to start preparing my business for sale? How can I ensure the continuity and success of my business after I step down?

  • Lifestyle and Legacy Goals

    How can I align my financial plan with my personal values and long-term goals?

    What steps should I take to ensure my legacy reflects my contributions and values?

Ready to Get Started?