In The News
MEDIA, NEWS AND INSIGHTS
Important information for our valued clients
IN THE NEWS & AWARDS:
What's happening around the Westgate office?
Congratulations Rylee Sivertsen!
August 2022 - Westgate is proud of team member Rylee Sivertsen for earning her Series 7 & 66 Securities license, after rigorous coursework and required exams administered by FINRA, allowing her to become our newest registered representative.
Welcome Lisa Wilhelm, Office Coordinator
July 2022 - Westgate is happy to announce our newest team member Lisa Wilhelm as Office Coordinator. Her extensive background in the industry will be a great addition to our team and an asset to servicing our clients.
We have moved!
November 2021 - After 16 years in our current building, we made the decision to move our office location. In choosing a new home, it was important to us to offer a comfortable and welcoming atmosphere with easy parking. As the dust settles and the artwork is being hung, we look forward to seeing you soon.
Congratulations Beth Hartley!
June 2021 - Westgate is proud of our Managing Partner, Beth Hartley, for earning her Certified Plan Fiduciary Advisor (CPFA) credential, demonstrating expertise and experience working with retirement plans, and learning fiduciary services.
Sharing our successful processes
February 2021 - Ian and Beth Hartley recently served as panelists for John Hancock Retirement Plan's four-part advisor webinar series The Power of Partnership. They spoke on plan sponsor and participant service models, and plan retention ideas. What a great opportunity to share with other advisors nationwide.
Welcome Don Gartlan, Chief Investment Officer
January 2021 - We are excited to announce the addition of a new team member, Donald Gartlan, Jr. Don joins us with over 30 years of experience in the investment industry and will assume the role of Chief Investment Officer, leading our investment research efforts and expanding our wealth management capabilities. We look forward to the many contributions and enhancements he will make to our clients and our team.
COVID-19: Making transitions
January 2021 - Health and safety are a priority for us. With updated protocols in place, we are available to answer your calls & questions, schedule in-person, virtual & recorded client meetings, and deliver timely information via email, website & social media.
Our UPS grad passes SIE® exam
October 2020 - Westgate is proud of our team member and a recent college grad, Rylee Sivertsen for passing her Securities Industry Essentials® (SIE®) Exam. This rigorous test of securities industry knowledge and comprehension is a required step before taking her Securities licensing exam.
A proud milestone!
February 2020 - We hit a new milestone: proudly managing over $500 million in total assets. Thank you to our great clients for helping get us there.
Exciting news for Westgate
October 2019 - Same great service, brand new look! Today, after 14 years, we're excited to release an updated brand identity, which includes a new logo, colors, and font. Our business has grown and evolved over the years, and we felt it was time for a change. We have refreshed our look to include the colors and bridges in our surrounding Puget Sound area that we have proudly been serving for over 31 years.
OUR AWARDS
We work hard for you and are proud of the many accomplishments you have helped us receive. For that, we are thankful!
FIVE STAR PROFESSIONAL 2022
Ian Hartley has been awarded 2022 Five Star Wealth Manager as featured in Seattle Magazine. This is the 9th year Ian has received this honor, based on peer-recognition, favorable regulatory history, client retention, and industry longevity.
Prior award years also: FIVE STAR PROFESSIONAL 2012 through 2021
NAPA’S TOP DC ADVISOR TEAM 2021
Westgate Capital Consultants has been named to the National Association of Plan Advisors' list of the nation's top defined contribution (DC) Advisor Teams with Assets under Advisement over $100 Million.
Prior award years also: NAPA'S TOP DC ADVISOR FIRM 2017 through 2020
FINANCIAL TIMES 401 TOP RETIREMENT PLAN ADVISORS 2017
Ian Hartley was named one of the 2017 Financial Times 401 Top Retirement Advisors. Qualified winners are an elite group specializing in defined contribution plans.
Prior award years also: FINANCIAL TIMES 401 TOP RETIREMENT ADVISORS 2016