Westgate Capital Consultants, LLC

Managing Partner

(253) 759-0100

Reliable. Proactive. Independent. 

Westgate Capital Consultants is an award-winning retirement plan and investment firm on a mission to provide reliable, proactive, and independent services to each one of our clients. Located here in Tacoma, Washington, Westgate Capital Consultants has been serving residents of the Puget Sound area for nearly three decades. Our knowledgeable and dedicated team has the expertise to ensure that you and your family enjoy this next phase of life confidently.  

Specializing in retirement plan development, execution, and education, Westgate Capital Consultants offers personalized service aimed at building the future wealth for all of our clients. Focused and driven, our team seeks to improve the lives of people who are approaching and already enjoying retirement.

In 1988, WCC was founded with purpose, and has since been on a mission to:

  • Offer plan trustees a thorough process and fiduciary standard of care.
  • Provide participants the guidance necessary to achieve an independent retirement.

Westgate Capital Consultants is the financial and retirement planning firm people like you, count on. Instilling confidence and restoring hope, our team is diligent in our pursuit to help each one of our clients retire on time, with plenty of resources to live out their retirement dreams.