Vetted Advisor's Table

Michael Cannone
Westmount Partners

Tel: 310-556-2502
2049 Century Park East
Suite 2500
Los Angeles, CA 90067
Westmount Partners | Financial Advisor in Los Angeles ,CA


About Michael Cannone

Michael was born in Santa Monica and raised outside Philadelphia. At Georgetown, he double-majored in finance and small business management. Somehow, he found time to play varsity baseball, too. After college he worked for Vanguard, improving their mutual fund accounting programs. Then he moved to California, joined Alliance Bernstein, and participated in one of the industry's most esteemed advisor training programs.

After earning his MBA at UCLA, Michael joined Westmount in 2011, attracted by a culture of people "humble and intellectually curious, yet courageous enough to blaze a new independent trail in our industry." He credits his grandfather, who emigrated from Italy as a young man and opened a shoemaking business in Elizabeth, New Jersey, for inspiring many of the personal financial principles he still operates by today.

About Westmount Partners

Established in 1990, Westmount Partners is a fee-only investment advisory firm blending institutional portfolio management strategies with a wide range of consulting and planning services. Our diversified investment approach manages risk while seeking superior returns across global financial markets. Our clients include high-net-worth individuals, pension plans, foundations, and endowments. Westmount has repeatedly been named one of the top wealth advisors in the country by Barron's and Financial Times magazine.

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General Information

Firm Start Year:   1990
Number of Years with Current Firm:   11
Work with the following types of clients:   Businesses, Individual Investors
Advisory Services Provided:   401K Rollovers, Portfolio Management, Financial Planning, Investment Advice & Management, Financial Advice & Consulting, Financial Planning for Businesses, Wealth Management, Money Management, Education Funding and Planning, Risk Management, Financial Planning for Individuals


Investment Types:   Bonds, Stocks, Options & Futures, Mutual Funds, Commodities, Alternative Investments, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)
Can meet clients in the following ways:   Our Office, Video Conference, Phone, Email

Firm Information

Assets Managed by Firm:   4740000000

Compensation and Fees

Fee Structure:   Fee-Only
Minimum Portfolio Size for New Managed Accounts:   $3,000,000
Compensation Methods:   Based on Assets


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Additional Detailed Disclosures



Registered Investment Advisor:


Compliance Disclosures in Last 5 years:

I have a clean record

Criminal Disclosures in Last 5 years:

I have a clean record

Communities Served

Newport Beach Los Angeles

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