Westgate Capital Consultants, a division of HUB International, has served the Tacoma and greater Puget Sound region since 1986, specializing in retirement plans and individual wealth management. When we joined HUB Retirement & Private Wealth in 2025, our mission continued to provide practical guidance that supports long-term financial confidence. Our team remains focused on helping organizations and their employees make informed decisions that strengthen their financial future and encourage meaningful retirement readiness.
As a multi-year recipient of industry awards, we take pride in contributing to a higher standard of retirement plan service in our region. We assist in designing and supporting well-structured retirement programs with an emphasis on clarity, engagement, and thoughtful plan management. Our work is collaborative—partnering closely with plan sponsors to understand organizational goals and help ensure their plan aligns with both employer objectives and participant needs.
Our services include plan design consulting, investment monitoring, fiduciary support, and plan governance guidance. We provide customized reporting on plan health, savings behaviors, and plan costs, giving sponsors useful insight into how their plan is functioning and where adjustments may be helpful. We also support plan committees with meeting materials, documentation, benchmarking, and strategic considerations.
For participants, we offer customized education aligned with the plan’s goals—whether the focus is on encouraging participation, improving savings habits, or helping employees better understand their long-term retirement path. Education is provided through group meetings and individual consultations, with an emphasis on practical steps that can support positive saving behavior.
Our philosophy is straightforward: integrity guides our work. We build long-term relationships through professionalism, clear communication, and consistent follow-through. Our goal is to deliver solutions that are thoughtful, easy to understand, and genuinely supportive of the people and organizations we serve.
Disclosure
Securities offered through LPL Financial. Member FINRA/SIPC. Investment advisory services offered through Global Retirement Partners, LLC (GRP), dba Westgate Capital Consultants, an SEC registered investment advisor. Insurance services offered through HUB International. GRP, Westgate Capital Consultants (a HUB International Company), and HUB International are not registered as a broker-dealer and are separate entities from LPL Financial.
The financial professionals associated with LPL may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Fee-based advisory services are available only to residents of: Texas (TX), Washington (WA)
We are licensed to sell insurance products in the following states of: Washington (WA)
