MEDIA, NEWS AND INSIGHTS
Important information for our valued clients
IN THE NEWS & AWARDS
We work hard for you and are proud of the many accomplishments you have helped us receive. For that, we are thankful!
2024 PLANADVISER
Top 100 Retirement Plan Adviser
Westgate Capital Consultants has been named one of the top 100 2024 PLANADVISER Top Retirement Plan Advisers. This recognition is based solely on self-reported quantitative data about an adviser's practice.
Prior award years also: 2023
2024 NAPA’S
TOP DC ADVISOR TEAM
Westgate Capital Consultants has been named to the National Association of Plan Advisors' (NAPA) list of the nation's top defined contribution (DC) Advisor Teams with Assets under Advisement over $100 Million.
Prior award years also: 2017 - 2022
2024 FIVE STAR PROFESSIONAL
Ian Hartley has been awarded 2024 Five Star Wealth Manager as featured in Seattle Magazine. He is an multi-year recipient in receiving this honor, based on peer-recognition, favorable regulatory history, client retention, and industry longevity.
Prior award years also: 2012 - 2023