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Financial & Investment Services

About Us

Founded in 1990, Westmount is a leading wealth management firm in Southern California. We specialize in helping families, business owners, endowments, and nonprofit organizations access cutting-edge wealth planning strategies and niche investment opportunities across the public and private markets. As an independent advisor, we provide a distinctly institutional approach to investing that incorporates both traditional and alternative asset classes into client portfolios, complemented by robust financial planning expertise.

A cornerstone of our investment offering is our innovative private market platform, which unlocks hard-to-find opportunities in private asset classes like real estate, private equity, and middle-market debt. These investments are designed to complement more traditional investments in the public stock and bond markets.

Westmount also holds the distinction of being a Certified B Corporation, a recognition of our focus on aligning our business practices with the best interests of all our stakeholders: clients, employees, the environment, and the surrounding community. For socially conscious clients who wish to further align their investments with their values, we also offer a full environmental, social, and governance (ESG) portfolio solution.

For these efforts, our firm has been recognized in numerous local and national publications, including America’s Top RIA firms list by Forbes, and the “Best Places to Work for Financial Advisers” by InvestmentNews.

Rep/Contact Info

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Sean Cauvel
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Ashleigh Dyson

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