At West Advisory Group, we understand that achieving true wealth means enjoying time with people you love without concerning yourself with financial worries. We have a commitment to excellence in everything we do, and we consider it an honor and a privilege to help our clients work towards making sound investment decisions that will contribute toward a secure future.
We provide professional guidance for retirement planning, wealth accumulation, asset protection, tax efficiency and many other aspects of holistic wealth management by utilizing numerous investment products and strategies, so that we can help protect our client’s lifestyle for a lifetime.
We create strategies that are tailored to your needs and goals.
Attend one of our upcoming educational events.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
We utilize cutting edge technology that identifies your acceptable levels of risk and reward with unparalleled accuracy.
Take our no-cost or obligation 5-minute questionnaire that covers topics such as portfolio size, top financial goals, and what you're willing to risk for potential gains. Then we'll pinpoint your exact Risk Number and send your personalized report.
While much of the political fire and fury from Congress’ tax plan debate has settled, some of the economic smoke still lingers as financial analysts and private investors plot their way through the new $1.4 trillion law’s long-range ramifications.
8150 Perry Highway, Suite 208Pittsburgh, PA 15237Phone: (412) 847-2040
1946 West 26th StreetErie, PA 16508Phone: (814) 464-0224
965 South MainMeadville, PA 16335Phone: (814) 806-1688