We want to hear
what you have to say
Let us get to know your needs better so we can serve you with the utmost excellence.
What matters to you, matters to us
At West Advisory Group, our clients are at the center of everything we do. We’re always striving to provide exceptional client service paired with the highest standards and ethics.
Our goal is to work continuously with you to optimize a wealth strategy distinctly tailored to your needs. Helping you focus on the now and allowing us to help you prepare for what’s next.
To put it simply, it’s all about you.
To make sure we’re giving you the best experience possible, we’d like to know how we’re doing and where we need to do better. Please spend just 5 minutes to share your thoughts with us in this short survey below.
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You're one of the few
I’ve only sent this survey to a handful of people to get their honest opinion on their relationship with us, and I'm hoping you could help us out.
If you have a moment to spare, would you be willing to answer a few questions? I'm looking forward to hearing what you have to say.
Thank you!
Pittsburgh Office
8160 Perry Highway
Pittsburgh, PA 15237
412-847-2040
Erie Office
1946 West 26th Street
Erie, PA 16508
814-464-0224
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Investment advisory services offered through Brookstone Capital Management, LLC (BCM) and Milestone Asset Management, LLC (MAM), a registered investment advisor. BCM is independent of MAM and West Advisory Group. MAM and West Advisory Group are affiliated through common ownership. Insurance products and services are not offered through BCM or MAM but are offered through individually licensed and appointed agents. The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives.
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Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Brookstone Capital Management or Milestone Asset Management.
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FORM CRS | Milestone Form ADV Part 2A