A complete list of active advisors currently associated with Westrate Capital Management, Inc.

Warmer can help you find a great advisor at Westrate Capital Management, Inc. or one who fits your needs even better.

Westrate Capital Management provides discretionary asset management and financial planning to individuals, families, trusts, estates, charitable organizations, and employer-sponsored plans. Services include ongoing portfolio management as well as retirement and college planning and hourly financial consulting engagements. The firm constructs integrated portfolios tailored to each client’s goals, time horizon, and risk tolerance, emphasizing diversification across asset classes and the use of low-cost, no-load funds while taking tax efficiency and investment expenses into account. WCM manages accounts on a discretionary basis, conducts continuous monitoring with at least annual formal reviews, and permits clients to impose written investment restrictions (for example, socially conscious screens). Westrate is a privately owned advisory practice with a long operating history and a relatively small client base for its level of assets under management, and it does not require a formal account minimum. Distinctive operating features include a policy of not accepting external compensation or soft-dollar benefits, a practice of not voting client proxies (clients receive and vote their own proxies), and the availability of standalone planning and consulting services with the option to waive plan fees if clients implement recommendations through the firm.

To learn more about the advisors currently working at Westrate Capital Management, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.