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.
Our 2019 Tax Planning whitepaper will help equip you for the upcoming tax season. This informative and comprehensive guide explores the nuances of the tax code and how you can take advantage of changes.
This guide will help you make end-of-year preparations, direct you through the complexities of filing taxes in early 2019, and provide easy tips for looking ahead to future tax preparations.
8150 Perry Highway, Suite 208Pittsburgh, PA 15237Phone: (412) 847-2040
1946 West 26th StreetErie, PA 16508Phone: (814) 464-0224