Rooted in Community
We're more than financial professionals
We're neighbors, partners, and passionate advocates for the people and causes that make our communities stronger.
Strengthening the Communities We Call Home
At West Advisory Group, we believe true financial wellness extends beyond the numbers — it’s about strengthening the communities where we live and work.
That’s why we proudly support and partner with organizations that uplift individuals and families, promote lifelong learning, and make a lasting impact.
Where Our Values Take Action
These partnerships bring our mission to life beyond the office
Gregory D. Hall, CEO
Second Harvest Food Bank of NWPA
We are incredibly grateful for the unwavering support of West Advisory Group. As dedicated partners of Second Harvest, they consistently support us through annual fundraisers and food drives. They play a vital role in helping us provide nutritious meals to our neighbors experiencing food insecurity.
Their events not only create meaningful change but also amplify our mission to ensure everyone has access to the food they need to thrive. Their commitment is an example of how local businesses can create a positive change in the community.
Rooted in Values, Driven by Impact
The PEAK FORMula guides more than money — it guides how we show up.
The PEAK FORMula is about more than planning for your future — it’s about living with purpose.
That’s why we support programs that feed, educate, and uplift our neighbors — and why we invite our clients to be part of that impact.
Why It Matters
Community engagement is part of our PEAK FORMula for a fulfilling retirement — one built on purpose, connection, and impact.
From hosting private client events that support food security and outreach, to offering financial education through La Roche University, we’re proud to serve and grow alongside our WAG Community.
Stay Connected to the Good We're Doing
Follow us on Facebook and LinkedIn to see how our WAG Community gives back, supports local causes, and lives out the PEAK FORMula together.
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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