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WEALTH MANAGEMENT

Helping you create a holistic, goals-based financial plan or customized strategy for the road ahead


CLIENT CENTERED WEALTH MANAGEMENT

We get to know you to create a holistic, goals-based financial plan and customized strategy that we'll monitor on a regular basis. As fee-based investment advisors, we charge an asset-based management fee so that our compensation is directly linked to the value of your investment portfolio. 

Your interests are OUR interests

We understand the intricacies of personal wealth management, and have expertise in what it takes to invest properly and effectively.

Specializing in retirement and investment accounts, our firm offers the following private wealth management services:

  • In-Person Reviews
  • Comprehensive Performance Reporting
  • Investment Education
  • Cash Flow Management
  • Income Projections
  • Portfolio Management
  • Personal Financial Planning

Guided Wealth Portfolio (GWP)

Invest for your future with our online platform that combines the benefits of a personal financial advisor with sophisticated technology.  You still get the Westgate Capital Consultants experience and expertise, but with the added convenience and transparency of an automated investing tool.  Guided Wealth Portfolios (GWP) provides you with personalized, objective investment advice through an online platform with 24-7 access to your accounts.

  • Personalized planning, service, and advice
  • Intuitive, intelligent technology
  • Advanced wealth management at a lower cost

Before opening an account, you can request a proposal that shows you sample recommendations for your portfolio.  Start here.

Guided Wealth Portfolios (GWP) is a centrally managed, algorithm-based, investment program sponsored by LPL Financial LLC (LPL). GWP uses proprietary, automated, computer algorithms of FutureAdvisor to generate investment recommendations based upon model portfolios constructed by LPL. FutureAdvisor and LPL are nonaffiliated entities. If you are receiving advisory services in GWP from a separately registered investment advisor firm other than LPL or FutureAdvisor, LPL and FutureAdvisor are not affiliates of such advisor. Both LPL and FutureAdvisor are investment advisors registered with the U.S. Securities and Exchange Commission, and LPL is also a Member FINRA/SIPC.

All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

Our Process

In order to help you build a financial future, we adopt a personalized, hands-on approach, tailored to your unique needs and ambitions.  Proactive in our strategies, our team proves itself a reliable resource, instilling confidence in your financial future well-being.

Individual services begin with fact-finding, which offers our team a richer view of your financial reality.  Then we utilize financial planning tools to evaluate and determine the next steps of your plan.  We invite your input during the annual review and re-evaluation process, which provides a comprehensive overview including performance reporting, asset allocation, income analysis, and a discussion of current market conditions.

Let's discuss how Westgate Captial can assist you with building a financial future.

Call (253) 759-0100