At Westgate Wealth, we work with individuals and families who have made a commitment to excellence. Our clients come to us for a variety of reasons: the expertise of our asset oversight; our ability to manage and direct complex multi-generational wealth planning; the integration of their tax, philanthropic, and estate plans; and the simplicity we bring to their complex and intricate financial lives. Our clients seek a solid, long-term relationship with a trusted wealth planner who fully understands their situation and works together with them to meet their financial goals. These high net-worth individuals and families understand the need to diversify their investment portfolios, create a family legacy, and find a more efficient and satisfying approach to managing their wealth.
At Westgate Wealth, our extensive experience working in the wealth management field has brought us to work with clients from diverse backgrounds and careers. We specialize in working with affluent family groups, physicians, professionals and executives.