Partnering with LPL Financial
THE POWER OF PARTNERSHIP
We believe in quality service and sound investment advice
PARTNERING WITH LPL FINANCIAL
We’ve got you covered. The financial consultants with Westgate Capital Consultants believe in quality service and investment advice. That’s why our financial professionals partner with LPL Financial, the largest independent broker/dealer in the nation*. Since 1968, they have supported financial advisors in managing client’s wealth by providing services and tools that help us serve you best.
Retirement Plan Consulting
Through our financial professionals' partnership with LPL Financial, Westgate Capital Consultants has the resources for unparalleled services and support including:
- 40 home office employees dedicated to Retirement Partners
- 36,834 retirement plans with $139.7 billion in assets under advisement, as of June 2020
- Best practices that will help navigate the maze of complicated and ever-changing regulatory environment
- Retirement plan services based on a non-discretionary basis, assisting with fiduciary responsibilities
- Skilled research and analytics
Individual Wealth Management
The strength of partnership. LPL Financial provides tools that strengthen our ability to guide you toward your financial goals.
- Thorough market research
- Robust technology
- Compliance oversight
- Customized support and continuous education for advisors
The Power of Partnership
It is our end goal to see you to and through retirement. Our financial professionals' partnership with LPL Financial ensures that the Westgate Capital Consultants team has the tools to analyze and develop financial plans that support every stage.
*As reported by Financial Planning magazine, June 1996-2022, based on total revenue.