Scott is the founder and a Managing Partner of Westgate Capital Consultants. His experience and discipline brings a seasoned perspective to our clients. With over 37 years in the financial services industry, Scott believes that in order for our clients to be successful, their needs and objectives must be clearly identified and regularly reviewed. It is the client’s specific need which determines portfolio construction. These objectives are addressed assuming only as much risk as is deemed necessary. Investing is a process not a contest.
In 1974, Scott graduated from the University of Washington, having earned his Bachelor of Arts degree in History, and acquired a secondary level teaching certificate. He spent 2 years in the education field before entering the financial services industry. Working in the Seattle-Bellevue area, Scott became the District Sales Manager first for Northwestern National Life Insurance Company, and later, for State Mutual of America. In 1980, he moved back to his home town of Tacoma, and in 1986 opened The Shelton Company with his wife, Ronda. In 1999 The Shelton Company became Westgate Capital Consultants.
Licensed in the State of Washington for Life, Health and Disability insurance, Scott developed many client relationships by providing employee benefit services. In 1987, Scott began focusing on investment and retirement planning, and currently holds his Series 7, 24, 63 and 65 securities registrations through LPL Financial, and previously an Accredited Investment Fiduciary® designation. He is an Investment Advisor Representative with LPL Financial, and has had the honor of receiving many awards, including a four-year* recipient of Five Star Wealth Managersm * award as featured in Seattle Magazine.
Scott also enjoys giving back to his industry and community by having served on Pierce County Medical Bureau Advisory Board, Scudder Investments Advisory Council, Fircrest Golf Club Board of Directors, and the Broadway Center for the Performing Arts Board of Trustees.
*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Scott has received this award in 2012, 2013, 2015 & 2016.