Master's of Business Administration

Bachelor of Arts

Jeff Halbert - Financial Advisor in Newport Beach, CA | WiserAdvisor.com

Based in Los Angeles, Westmount Asset Management is an independent investment advisory firm that helps individuals, families, foundations and endowments manage, protect and grow their wealth. Westmount excels in identifying compelling alternative investment opportunities that complement more traditional asset classes. Coupled with personalized financial planning tools and strategies, Westmount clients benefit from our team's depth of experience, conflict-free advice and 30-year investment track record. As one of LA's oldest registered investment advisors, Westmount and its professionals have repeatedly been recognized in various local and national publications, including Barron's, the Financial Times, InvestmentNews and more.

Westmount Asset Management

Westmount has established deep expertise in helping clients navigate the sale of a business and/or other liquidity events that require pre- and post-sale planning strategies.

Based in Los Angeles, Westmount Asset Management is an independent investment advisory firm that helps individuals, families, foundations and endowments manage, protect and grow their wealth.

Westmount excels in identifying compelling alternative investment opportunities that complement more traditional asset classes. We have extensive experience and capabilities in sourcing private alternative investments such as real estate, private equity, and private credit on behalf of our clients.

Coupled with personalized financial planning tools and strategies, Westmount clients benefit from our teams depth of experience, conflict-free advice and 30-year investment track record.

Westmount has developed a turnkey ESG (Environmental, Social, Governance) offering to drive positive change in the world while also positively impacting your portfolio returns.

As one of Southern California's oldest and largest registered investment advisors, Westmount and its professionals have repeatedly been recognized in various local and national publications, including Barrons, the Financial Times, InvestmentNews and more.

Westmount Asset Management

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