MEDIA, NEWS AND INSIGHTS

Important information for our valued clients


IN THE NEWS & AWARDS:

What's happening around the Westgate office?


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 - As we integrate safety protocols in order for our staff to return to the office, we will continue to answer your calls & questions, host virtual client meetings & recordings, 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 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.


COVID-19: We're doing our part

March 2020 - As we are doing our part in staying home, we continue to work remotely everyday during regular business hours to answer your calls & questions, host virtual client meetings & recordings, and deliver timely information via email, website & social media.  Stay safe, stay healthy.


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. 


Welcome Mary Rorvik, Relationship Manager

October 2019 - We're excited to announce the addition of a new team member, Mary Rovik as Relationship Manager.  With over 30 years of experience in the financial services industry, Mary will assist in managing our private wealth clients and employer sponsored retirement plans.  We welcome her fresh ideas and expertise in providing guidance in our clients' financial future.


AWARDS:  We work hard for you and are proud of the many accomplishments you have helped us receive.

FIVE STAR PROFESSIONAL 2021

Ian Hartley has been awarded 2021 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 2020

Learn more

NAPA’S TOP DC ADVISOR FIRM 2020

Westgate Capital Consultants has been named to the National Association of Plan Advisors Top DC Advisor Firms list.  This is NAPA’s third year publishing this list of top defined contribution advisor firms based on a compilation of leading team advisor firms, ranked by assets under management.


Prior award years also:  NAPA'S TOP DC ADVISOR FIRM 2017 through 2019

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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:  NAPA'S TOP DC ADVISOR FIRM 2016

Learn more

The keys to success are knowledge and planning.
Call us today to discuss your financial needs.