Broker Check

MEDIA, NEWS AND INSIGHTS

Important information for our valued clients


IN THE NEWS

FIVE STAR PROFESSIONAL 2019

Ian Hartley has been awarded 2019 Five Star Wealth Manager as featured in Seattle Magazine.  This award is based on honor, peer-recognition, favorable regulatory history, client retention, and industry longevity.

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NAPA’S TOP DC ADVISOR FIRM 2018

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

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FIVE STAR PROFESSIONAL 2018

Ian Hartley has been awarded 2018 Five Star Wealth Manager as featured in Seattle Magazine.  This is the 6th year Ian has received this honor, based on peer-recognition, favorable regulatory history, client retention, and industry longevity.

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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.

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NAPA’S TOP DC ADVISOR FIRM 2017

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

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FIVE STAR PROFESSIONAL 2017

Ian Hartley has been awarded 2017 Five Star Wealth Manager as featured in Seattle Magazine.  This honor is based on peer-recognition, favorable regulatory history, client retention, and industry longevity.


FINANCIAL TIMES 401 TOP RETIREMENT PLAN ADVISORS 2016

Ian Hartley was named one of the 2016 Financial Times 401 Top Retirement Advisors.  Qualified winners are an elite list specializing in defined contribution plans.


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