Westmount Partners

Ready to tackle year-end with confidence? Our 2024 Year-End Planning Checklist walks you through considerations for investment, income tax, estate planning, charitable giving, retirement planning, and more.   Download your copy here ➡️ https://lnkd.in/gDzVDmWF

Recently, we traveled back in time with some of our clients to explore the iconic Roxy Theatre🎶 It was an afternoon filled with legendary artists, great music, and even better company. Here are a few snapshots from an unforgettable event! #RoxyTheatre

Nonprofits serve a vital function in our communities, prioritizing people in need and important causes over the pursuit of profits. But in order to succeed, they need to be strong, strategic, and sustainable. That's where we come in ⬇️ With over 30 years of experience, we help nonprofits with strategy, investment selection, and a whole lot more: - Optimize investments for growth and sustainability - Establish solid investment policies - Navigate compliance and risk management - Educate donors on maximizing their impact We're not just your advisors; we become part of your team, offering strategic support and tailored solutions to your organization. Learn more about how we can support your nonprofit's mission at https://lnkd.in/gsBF4Tjz #nonprofit #wealthmanagement

Q3 was marked by gains in virtually every investment sector and strategy. Stocks rallied sharply through the end of Q3, while bonds posted its second-best quarterly performance in two decades. Read more in our Q3 analysis ➡️ https://lnkd.in/gagKSKy2 #stocks #alternatives #bonds #marketperformance

Did you know that 1,000 youth exit the foster care system each year in Los Angeles County? Many of them exit foster care without a traditional family or support network. That’s why we’ve partnered with Foster Nation to assemble "Next Step Kits" to give these young adults a boost. Your support enables us to purchase essentials like blankets, socks, toothbrushes, and more! A $75 donation equals one kit, but any amount helps: https://lnkd.in/gatsyqKZ #FosterYouth #MakeADifference #GiveBack

We are pleased to announce that Westmount has been named to Forbes' 2024 Top RIA Firms list! #forbes #topriafirms

There are plenty of factors to consider before the year ends, from investment strategy considerations to reviewing your retirement plans.   📝Looking for a comprehensive checklist to help you navigate your year-end planning? Download our checklist to get started: https://lnkd.in/gDzVDmWF

At Westmount Partners, we believe in giving back to our community. This fall, we’re working with Foster Nation to raise funds for "Next Step Kits" that support foster youth who are transitioning out of care. These kits include vital items like blankets and toiletries to help them on their way. Every dollar counts—$75 funds a kit, but any contribution helps. Click the link to learn more and donate today. #WestmountPartners #FosterNation #CommunityImpact https://lnkd.in/gatsyqKZ

If any of these sound familiar, you’re not alone.   Year-end financial planning can feel like a lot, but it doesn't have to be overwhelming.   That’s why we put together a 2024 Year-End Planning Checklist—to help you tackle the end of 2024 with confidence ✅     Download your copy here ➡️ https://lnkd.in/gDzVDmWF

Meet Josh Fredendall — a new member of our associate team! As a Senior Associate, Josh is passionate about educating and guiding clients through the various phases of their financial lives. He works closely with our advisory team, assisting with trading, client service, and portfolio management. Outside of the office, you can find Josh golfing or exploring LA's restaurant scene. Join us in welcoming Josh to Westmount in the comments below ⬇️