You’ve worked hard to build it. We’ll help you protect it.
Our PEAK FORMula™ turns uncertainty into a strategy.
Your Retirement. Your Goals.
Our Expertise.
At West Advisory Group, we know that your retirement is about more than numbers—it’s about living life on your terms.
Our PEAK FORMula™ is designed to help you plan with purpose and protect what you’ve worked hard to build.
How We Can Help
Clarifying Your Vision for Retirement
We take time to understand what matters most to you—then build a plan that supports your personal goals, lifestyle needs, and family priorities.
Organizing & Optimizing Your Finances
From investment strategy to income planning, we help bring structure and clarity to your retirement picture using our PEAK FORMula™.
Anticipating Life’s Curveballs
Retirement can come with surprises. We help you prepare for what’s ahead—so you can face changes with a steady hand and a proven process by your side.
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.
This testimonial was given by a current client of Milestone Asset Management, LLC (MAM). No cash or non-cash compensation was provided for the testimonial. This arrangement creates a conflict of interest because MAM has an incentive to engage clients who have had a positive experience with the firm to provide such testimonials. There is no guarantee another individual’s experience will be representative of the individual providing this testimonial and no guarantees of performance or success are offered.
our story
ABOUT WEST ADVISORY GROUP
At West Advisory Group, we’ve built more than just a process—we’ve built a partnership model that supports you and your family at every stage of retirement.
Backed by decades of experience and guided by our proprietary PEAK FORMula™, we bring clarity to complexity and strategy to every step of your financial journey.
We act as your personal CFO—a Complete Family Office that delivers smart, forward-thinking planning with a deeply human touch. Our dedicated team is not only experienced and knowledgeable, but genuinely committed to walking alongside you through life’s biggest transitions.
Who we work with
We’re a perfect match for affluent clients who are about five years or less from retirement.
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.
Trusted by:
Why Choose
West Advisory Group
At West Advisory Group, we know that choosing the right retirement partner is one of the most important decisions you’ll make.
That’s why we focus on what truly matters—strong relationships, smart strategies, and complete transparency.
With decades of experience and a personalized approach through our PEAK FORMula™, we’re here to help you navigate retirement with clarity and confidence.
We don’t just build plans—we build relationships. From our first conversation to your retirement and beyond, we’re with you every step of the way. You’ll always have a team that listens, understands, and puts your best interests first.
Retirement is what we do—every day. With decades of experience and a deep understanding of retirement planning, we help guide you through complex decisions with clarity and confidence.
Our PEAK FORMula™ was created to do more than check boxes—it’s designed to adapt with your life. We create personalized, forward-thinking strategies that account for life’s twists and turns, so your retirement plan isn’t just good for today—it’s ready for tomorrow.
You’ll always know where you stand, what we recommend, and why. We believe in clear communication, upfront planning, and empowering you with the information you need to make confident choices.
Prepared for the Unexpected
Built to Weather the Peaks and Valleys
We’ve spent over 30 years helping clients navigate what others didn’t see coming—market drops, legislative shakeups, and life’s sharp left turns.
With our PEAK FORMula™, we’ve created a repeatable, personalized system to keep your retirement on course—no matter what comes your way.
You don’t know what you don’t know—but we do.
And we’ll be right there, every step of the way.
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.
This testimonial was given by a current client of Milestone Asset Management, LLC (MAM). No cash or non-cash compensation was provided for the testimonial. This arrangement creates a conflict of interest because MAM has an incentive to engage clients who have had a positive experience with the firm to provide such testimonials. There is no guarantee another individual’s experience will be representative of the individual providing this testimonial and no guarantees of performance or success are offered.
You deserve more than a financial plan.
You deserve a relationship built to last.
News & Insights
STAY INFORMED & UP-TO-DATE
Subscribe to Our Free Weekly Newsletter, Platinum Peaks!
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.
This testimonial was given by a current client of Milestone Asset Management, LLC (MAM). No cash or non-cash compensation was provided for the testimonial. This arrangement creates a conflict of interest because MAM has an incentive to engage clients who have had a positive experience with the firm to provide such testimonials. There is no guarantee another individual’s experience will be representative of the individual providing this testimonial and no guarantees of performance or success are offered.
Locations
NATIONWIDE | Virtual Consultations Available Coast to Coast
Pittsburgh | 8160 Perry Hwy, Pittsburgh, PA 15237
Erie | 1946 W 26th Street, Erie, PA 16508
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This website is a publication of West Advisory Group, a dba of Milestone Asset Management, LLC. Investment advisory services offered through Milestone Asset Management, LLC and Brookstone Capital Management LLC, registered investment advisers that only conduct business in jurisdictions where they are properly registered or excluded or exempted from registration requirements. Registration as an investment adviser is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. The firm is not engaged in the practice of law or accounting.
The information presented is believed to be current. It should not be viewed as personalized investment advice. All expressions of opinion reflect the judgment of the authors on the date of publication and may change in response to market conditions. You should consult with a professional adviser before implementing any strategies discussed. Content should not be viewed as an offer to buy or sell any of the securities mentioned, or as legal or tax advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation.
Hyperlinks on this website are provided as a convenience. We cannot be held responsible for information, services, or products found on websites linked to ours.
All investment and insurance strategies have the potential for profit or loss. Different types of investments involve higher and lower levels of risk. There is no guarantee that a specific investment or strategy will be suitable or profitable for an investor’s portfolio. There are no assurances that a portfolio will match or exceed specific benchmarks. Asset allocation and diversification will not necessarily improve an investor’s returns and cannot eliminate the risk of investment losses.
Annuity and life insurance guarantees are subject to the claims-paying ability of the issuing insurance company. If you withdraw money from or surrender your contract within a certain time after investing, the insurance company may assess a surrender charge. Withdrawals may be subject to tax penalties and income taxes. Persons selling annuities and other insurance products receive compensation for these transactions. These commissions are separate and distinct from fees charged for advisory services. Insurance products also contain additional fees and expenses.
Social Security rules and regulations are subject to change at any time. Always consult with your local Social Security office before acting upon any information provided herein.
Registered Investment Advisors and Investment Advisor Representatives act as fiduciaries for all of our investment management clients. We have an obligation to act in the best interests of our clients and to make full disclosure of any conflicts of interests. Please refer to our firm brochure, the ADV 2A item 4, for additional information.
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FORM CRS | Milestone Form ADV Part 2A
