Westgate Capital Consultants, a HUB International Company Employee Directory
Investment ManagementWashington, United States2-10 Employees
Westgate Capital Consultants, based in University Place, Washington, operates in the investment management sector as part of HUB International. The firm concentrates on employer-sponsored retirement programs, especially 401(k) and other group plans, providing plan design, implementation, co-fiduciary support, investment monitoring and due diligence, and participant education. It also offers investment management services to individual investors, aligning strategies with clients' goals, risk tolerance, and income needs for retirement planning. Describing itself as independent advocates for clients in Western Washington, the organization combines retirement plan consulting with personal wealth management. Securities are offered through LPL Financial, and advisory services are provided through LPL Financial or Global Retirement Partners, with Westgate Capital Consultants operating as part of HUB International.