About Westgate Capital Consultants

As pension consultants, Westgate Capital Consultants has been offering employer-sponsored retirement planning services since 1988. WCC was founded with two goals in mind: 1) to offer plan trustees a thorough process and fiduciary standard of care, and 2) to provide participants the guidance necessary to achieve an independent retirement.

In specializing in 401(k) and other group retirement plans, WCC has remained true to these primary goals by focusing on retirement plan design assistance, implementation, co-fiduciary assistance, investment monitoring and due diligence, and participant education.

WCC also specializes in investment management for individual investors. Understanding client needs and dreams forms the first piece of the financial puzzle. From here, the advisors can identify a financial journey to assist clients in reaching and enjoying a retirement that incorporates their unique goals, while considering risk tolerance and income needs. Client feedback is critical during this process, as WCC fine-tunes a comprehensive financial and income plan. Once agreement is reached between the client and WCC, the advisors put assets to work, coordinate with other key advisors, and update the plan as necessary.

The Westgate Capital professionals always act in the best interest of their clients by providing the highest level of unbiased financial services and advice. Both of the firm’s registered investment advisor representative's, Scott A. Shelton and Ian W. Hartley have been honored as a 2015 Five Star Wealth Managersm.

* The Five Star Wealth Manager award does not evaluate the quality of service provided. 2,023 award candidates in the Seattle area were considered for the award. 530 (approximately 27 percent of award candidates) were named 2015 Five Star Wealth Managers. The award is not indicative of the wealth manager's future performance. The Five Star Wealth Manager Award is administered by Crescendo Business Services, LLC (dba Five Star Professional). Wealth Managers do not pay a fee to be considered or awarded. Once awarded, winners, may opt to purchase additional profile ad space or related award promotional products.

The Five Star Wealth Manager Award is based on the following criteria: Eligibility Criteria Required 1. Credentialed as an investment advisory representative (IAR), 2. Actively employed as a credentialed professional in the financial services industry for a minimum of five years. 3. Favorable regulatory and complaint history review**. 4. Fulfilled their firm review based on internal firm standards. 5. Accepting new clients. 6. One-year client retention rate. 7. Five-year client retention rate. 8. Non-institutional discretionary and/or non-discretionary client assets administered. 9. Number of client households served. 10. Education and professional designations.

**A favorable regulatory and complaint history review is defined by Five Star Professional, as the person cannot have: (1) Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine, (2) Had more than a total of three customer complaints filed against them (settled or pending) with any regulatory authority or Five Star Professional's consumer complaint process, (3) Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority, (4) Filed for personal bankruptcy, or (5) Been convicted of a felony.