The quiet discipline of lasting wealth. Westmont Advisory is a Registered Investment Adviser serving high- and ultra-high-net-worth families, business owners, and family offices.
Services: asset protection, tax strategy & mitigation, wealth creation & portfolio management, family office & succession planning.
Founders: Evan Paul (Wealth Preservation & Asset Protection) and Zeeshan Khaliq, CPA (Tax Strategy & Optimization).
Office: 870 International Pkwy, Suite 180, Flower Mound, TX 75063 · Telephone: 503-445-6900