These years have many curves and knots along the way, all of which can conceal a big surprise bill at the end of them.
To have a retirement that fits you and your family, you need a working FORMula that pulls its weight and works when you can’t.
Lauren S
Current Client
Walt and his staff had and have been a great blessing to me as I retired in 2020 and was unsure about my financial stability. Walt has met with me and been very reassuring. He patiently explains concepts I don’t understand and is just plain warm and gracious!
Walt and his support staff provide a balanced understanding. He is not afraid to have straightforward conversations specific to both good and bad portfolio results. Our conversations are spirited, direct and informational. Confident in our strategy exchanges and knowledge gained.
Kevin M
Current Client
Jim & Cindy T
Current Clients
Cindy and I are very pleased with the West Advisory Group as a whole. We try and not micromanage our account, leaving that to the pros at WAG. That being said, when we do have questions or would like to make a rare change, Walt and Alan have shown a willingness to discuss our thoughts, give us the pros and cons of what we are asking, and guide us in the right directions.
Trusted by:
Many people have fears of the unknown in retirement - are you a part of the 43% who have an idea of what you’ll do in retirement? Or are you ready to take action on your ideas and turn it into a fluid, dynamic process ready to take on all of your retirement years?
say their biggest fear is outliving their retirement savings and investments.
agree that they’re concerned that when they retire, Social Security will not be there for them.
have an idea of a financial strategy for retirement but haven’t written it down.
Jim& Cindy T
-Current Clients-
Cindy and I did a lot of homework and went through many meetings with various retirement planners before choosing the West Advisory Group. WAG met our needs at the start and has continued to do so for the past seven years.
The soon-to-retire professionals we work with have specific needs now and in the future, that are aligned with our expertise and our process. Through our signature process and philosophy, we strive to provide exceptional service to many generations of your family.
Our proprietary process, The PEAK FORMula™, was forged through our decades of experience to fit your unique needs without falling prey to the one-size-fits-all cliches of today’s advisory firms.
In life, there are many things that are out of our control and, frankly, we don’t spend a lot of time worrying about them. Instead, we focus on the set of your sail rather than the direction of the wind.
With our PEAK FORMula™, we’ve developed and refined an approach that helps our clients put all the pieces of the puzzle together to ensure they are prepared for the unexpected.
Market Volatility and Legislative Changes don’t scare us, our team has been in all of the peaks and troughs for our 30+ years in the financial industry.
We’ve seen it all and our PEAK FORMula™ is designed specifically to navigate all of the rough roads that may come up ahead.
Our clients always say: “I don’t know what I would do without you.”
We’ll work alongside you not only to help meet your financial goals but also plan for tomorrow and all of the days that follow through personalized attention, tailored strategies, and ongoing support. That’s what partnership at West Advisory Group means.
Jim & Kim D
-Current Clients-
Always informative, we feel West Advisory has put us on a path to succeed through retirement. We feel our interests are being carefully looked after. The Advisory Group is always striving to improve its investment technique to give its clients the best service.
Our clients experience something rare and wonderful - it’s a direct result of our forward-thinking, client-centric team. Not only are our people very talented and happy in their work - they’ll be with you and your family for a long time.
With our team of experts and our PEAK FORMula™: we’re your personal CFO, your Complete Family Office.
We're on a mission to uncover all of the unspoken topics on retirement. Join our very own Walt West as he talks about the most important topics in retirement, from tax planning to income planning to everything in-between ― Money in Motion digs deep into all the details and uncovers strategies that turn retiree hopes into tales of retirement triumph.
Money in Motion
In an era where saving for retirement rests heavily on our own shoulders, understanding the intricacies of employer-sponsored retirement plans has become more critical than ever. With countless options and complex regulations, navigating this financial landscape can be daunting. But fear not! We are here to guide you through a comprehensive deep dive into the [ MORE ]
Money in Motion
In this week’s episode of Money in Motion, we are thrilled to present our latest video, “Mastering Your Finances: A Step-by-Step Guide to a Solid Financial Plan.” Join us as we delve into the core components of a comprehensive financial strategy, designed to empower you with the tools and knowledge to take control of your [ MORE ]
Money in Motion
Planning for retirement can be an exciting yet complex journey. It’s a time when you finally get to enjoy the fruits of your labor and embrace a life of freedom and relaxation. However, to ensure a smooth transition into this new chapter, it’s essential to be aware of the important dates and milestones that can [ MORE ]
Money in Motion
Preparing for retirement is a significant milestone that requires careful consideration and planning. Unfortunately, many individuals fail to adequately assess the crucial factors involved, leading to costly mistakes that can jeopardize their financial security in their golden years. In this episode of Money in Motion, we will delve into the essential elements to evaluate when [ MORE ]
Money in Motion
Planning for retirement involves more than just saving money. It requires careful consideration of potential risks that can affect your nest egg and financial security. In this week’s edition of Money in Motion, we will explore the six main retirement risks and discuss strategies to mitigate their impact. Join us as we dive into the [ MORE ]
Money in Motion
Planning for retirement goes beyond saving enough money; it also involves having a solid tax strategy. In this episode of Money in Motion, we delve into the crucial aspects of retirement taxes and the potential challenges individuals face. From the impact of tax-deferred accounts to drawing Social Security and anticipating future tax rate changes, we [ MORE ]
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8160 Perry Highway
Pittsburgh, PA 15237
412-847-2040
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1946 West 26th Street
Erie, PA 16508
814-464-0224
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FORM CRS | Milestone Form ADV Part 2A
