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Westgate Capital Consultants, LLC

Westgate Capital Consultants, LLC


Westgate Capital Consultants, LLC's financial review

Westgate Capital Consultants, LLC's Revenue (Yearly)

17.5M

Employees

6


Westgate Capital Consultants, LLC information

Westgate 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....
Westgate 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.

Westgate Capital Consultants, LLC industries

Comprehensive financial & investment planning
Cofiduciary services
403 pension consulting
403 amp pension consulting

Westgate Capital Consultants, LLC's financial review

Westgate Capital Consultants, LLC's Revenue (Yearly)

17.5M

Employees

6

Technologies

Email Delivery
Email Providers
Hosting
Web Performance Monitoring

Notable Alumni

Mary Rorvik
Virtual Relationship Manager at MissionSquare Retirement
MissionSquare Retirement
Jana Hogue
Senior Wealth Strategist
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