Westgate Capital Consultants, LLC
www.westgatecapital.comWestgate Capital Consultants 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. WCC 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.
Read moreWestgate Capital Consultants 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. WCC 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.
Read moreCountry
State
Washington
City (Headquarters)
University Place
Employees
1-10
Founded
1986
Estimated Revenue
$1,000,000 to $5,000,000
Social
Employees statistics
View all employeesPotential Decision Makers
Managing Partner
Email ****** @****.comPhone (***) ****-****Chairman Emeritus
Email ****** @****.comPhone (***) ****-****Relationship Manager , Retirement Plans
Email ****** @****.comPhone (***) ****-****Client Relationship Specialist
Email ****** @****.comPhone (***) ****-****