Providing you clarity through comprehensive financial planning.

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.

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.

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