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!

2025 PLANADVISER

Top 100 Retirement Plan Adviser


Westgate Capital Consultants has been named one of the top 100 PLANADVISER Top Retirement Plan Advisers for 2025.  This recognition is based solely on self-reported quantitative data about an adviser's practice.


Prior award years also: 2023 - 2024

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2025 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 - 2024

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2025 FIVE STAR PROFESSIONAL


Ian Hartley has been awarded 2025 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 - 2024

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