Westmount Partners’ Post

🎉 Celebrating 5-Star Reviews! 🌟 At Golden Tree Wealth Partners, we strive to make a positive impact on every client, and there’s nothing more rewarding than hearing about the difference we’ve made in your business journeys. We're thrilled to celebrate some recent 5-star reviews and testimonials that highlight the value we bring to the table! Here are a few standout quotes that truly motivate our team to keep pushing the boundaries of excellence: 💬 "Professionalism and expertise beyond expectations. Golden Tree Wealth Partners has been pivotal in our business success." 💬 "Their insights into market trends and financial strategies have transformed how we operate. We’re now scaling faster than ever." 💬 "Working with Golden Tree Wealth Partners was a game changer. They helped us navigate through complex financial decisions with ease." We’re grateful for the trust our clients place in us, and we’re committed to continuing to provide top-notch financial services that deliver results. A huge thank you to everyone who has shared their experience with us! 🙏 We look forward to many more successful partnerships in the future. #5StarReviews #ClientSuccess #GoldenTreeWealthPartners #BusinessGrowth #FinancialExcellence #CFOAsAService #ClientTestimonials

Transform your firm's future with our elite squad of financial strategists and business mavens! 💼 Our proven track record speaks volumes, having empowered countless CPAs to elevate their practices and embrace new horizons. 🚀 Check out our website for more insights! (Link in bio)! #FinancialSuccess #BusinessGrowth #KuttinConsultingGroup

All eyes are on Alan Boswell Group in this week's Member Spotlight! In their own words, it’s all about "doing things a little differently". They are one of the largest regional independent financial planners and it remains a perennial pleasure to have them be a part of FIG! #FinancialPlanning #NorwichFinance #FinanceGroup #NorwichBusiness #BusinessFinance

CNBC ranks Traphagen CPAs & Wealth Advisors in its top-rated financial advisory firms of 2024. The CNBC FA 100 recognizes those advisory firms that best help clients navigate their financial lives. The ranking, which takes into consideration a variety of factors beyond assets under management, recognizes those advisory firms that help clients navigate through their financial life. "We are thrilled to be on this exclusive list," commented Managing Director and Wealth Advisor, V. Peter Traphagen, Jr. CPA, PFS, AEP, CFP®. "Our wealth management team is dedicated to helping our clients reach their financial goals." Read more about this annual list. https://lnkd.in/gXvQm3dF #TopFinancialAdvisors #FinancialAdvisingServices #TraphagenCPAsWealthAdvisors CNBC

Gratitude for your invaluable support in shaping FY 2023-24 into a memorable chapter. Wishing you abundant growth and success in the upcoming financial year 2024-25 #Gratitude #SupportMatters #MemorableMoments #FinancialSuccess #NewBeginnings #GrowthMindset #CollaborationWorks #BusinessGoals #SuccessJourney #PartnershipWins #ccalegalfirm #ccalegalteam #lawfirm

In 2025, how will you stand out from the advisor down the street? Join fellow wealth advisors on October 21st for an insightful discussion on why many advisors struggle to grow. Led by Brian Evans of Madrona Financial & CPAs, this conversation promises to provide valuable strategies for differentiation and success. 👉 Register here: https://lnkd.in/eCKG-njF For more details on Community Groups, visit: https://lnkd.in/eaTB2Vpa #WealthManagement #FinancialAdvisors #AdvisorGrowth #ClientSuccess

Exciting News! David Pickler, Esq., CFP®, ChFC®, CDFA® was named a Top Financial Advisor by InvestmentNews! Our commitment to communication shines through BullCast the Podcast & BullTalk, ensuring you stay informed and empowered on your financial journey. Learn more down below!

The enduring partnership between Shermac and Thorntons is a journey of trust and mutual growth. Michael Ray, Shermac's CFO, highlights Thorntons' pivotal role in providing tailored financial solutions and strategic guidance, beyond conventional accounting services. With over two decades of partnership, Shermac and Thorntons exemplify the power of synergy and shared goals. Read the full article here - https://hubs.la/Q02LwL2M0

Today's 30-second IR insight is that when building your earnings season calendar, make sure to block 1-2 days for the board of directors and your legal team to review and comment on your materials. If you forget this, you will undoubtedly be rushing at the last minute to complete things and that will create tons of stress! These folks need/want/require time to review and you have to oblige :) #irstrategy, #investorrelations, #cfoinsights, #irprofessionals 

We’re celebrating 20 years of Voya Financial Portfolio Blueprint. Check out the case study on how our 20 years of connection and fiduciary protection has played out: http://spr.ly/6047on6BJ Important disclosures: http://spr.ly/6048on6BK