HUB Retirement and Wealth Management

HUB Retirement and Wealth Management – University Place proudly serves clients throughout the greater Puget Sound area, building on a legacy that began in 1986 as Westgate Capital Consultants. Nearly four decades of independent, client-first experience carried us into our 2025 transition, when we joined the HUB family, combining our local roots and personalized approach with the resources of a national platform.

That forward-thinking spirit runs through our history. Our office was one of the first firms in the region to offer access to individual account-based retirement plans, earning a reputation for sound retirement strategies and personalized service.

We believe that educating retirement plan participants is the key to a healthy future, which helps plan sponsors build stronger, more successful plans. For corporate retirement plans, we provide investment advice and deliver clear, value-based fiduciary guidance grounded in strong ethical standards and regulatory compliance. We also work closely with sponsors to address the issues that matter most, from plan health to the retirement security of the employees they serve.

For individual investors, our experienced advisors get to know each client's priorities and build a comprehensive strategy around them, striving to act in their best interest and grounded in honesty and trust.

We carry that same commitment into everything we do — how we decide, communicate, and follow through. That steady, principled approach is what earns our clients' trust today, and it's what will carry every relationship we build well into the future.