Westgate Capital Consultants

Westgate Capital Consultants is an independent financial services firm based in University Place, Washington. The company employs six people and generates approximately $1 million in annual revenue. Westgate Capital Consultants offers a range of services for both employers and individual investors. For employers, they specialize in 401(k) and other group retirement plans, providing services such as plan design assistance, implementation, co-fiduciary assistance, investment monitoring and due diligence, and participant education. For individual investors, they offer personalized investment management services tailored to each client's unique goals, risk tolerance, and income needs. The company distinguishes itself through its commitment to serving as an independent advocate for its clients. They strive to understand each client's financial dreams and work with them to develop a plan that incorporates their unique goals and circumstances. You can learn more about Westgate Capital Consultants and their services by visiting their website at westgatecapital.com.