Westgate Capital Consultants, a HUB International Company Email Format
Investment ManagementWashington, United States2-10 Employees
Westgate Capital Consultants, a HUB International Company, wants to help build wealth for the future. Our team has been offering employer-sponsored retirement planning services since 1988. In specializing in 401(k) and other group retirement plans, WCC has remained true to focusing on retirement plan design assistance, implementation, co-fiduciary assistance, investment monitoring and due diligence, and participant education. Our firm also specializes in investment management for individual investors. Understanding client needs and dreams forms the first piece of the financial puzzle. We help identify a financial journey to assist clients in reaching and enjoying a retirement that incorporates their unique goals, while considering risk tolerance and income needs. We are dedicated professionals serving as independent advocates for our clients in Western Washington. It is our mission to Touch the lives of others; impact the financial freedom of our clients; and advance the quality of our community. Securities offered through LPL Financial, member FINRA/SIPC. Retirement Plan Consulting Program advisory services offered through LPL Financial or Global Retirement Partners, LLC, registered investment advisors. Other investment advisory services offered through Global Retirement Partners, LLC (GRP) dba Westgate Capital Consultants. GRP, Westgate Capital Consultants (a HUB International Company) and HUB International are not registered as a broker-dealer and are separate entities from LPL Financial. Fiduciary services are offered in an advisory relationship.