Revolutionizing your Retirement: One Strategy at a Time
Are you ready to take the next step?
Let's have a quick conversation to see if West Advisory Group is the right fit for you and your financial goals.
At the West Advisory Group, we do things a little differently than at large wire-houses or broker-dealers. Rather than fit clients into a pre-designed mold or portfolio, we craft our strategies to fit your unique needs and get to know you and your portfolio before making any recommendations.
Our Signature Process
Every relationship at West Advisory Group begins with our unique 4-step planning process, designed to clearly identify your goals for your lifestyle and finances and develop a tailored financial strategy to confidently pursue them.
This meeting is about what’s important to you – still with no commitment required. We’ll clarify what makes WAG different and jointly assess your risk tolerance while listening closely to your lifestyle goals. This is your opportunity to tell us everything you want to see from your personalized plan, and so we can begin to work on a plan that will deliver on those wants if you decide to work with us.
Using the information gathered during our discovery meeting, we discuss how we can help you prepare for your financial goals. We also elaborate on our philosophy in more detail and begin to dig more heavily into educating you on the strategies we will put in place for you. We want you to be confident and comfortable in the plan we instate, so this is the best opportunity for you to ask us any question that comes to mind.
We deliver your implementation-ready financial plan, built around real returns and designed to drive real results for you. We’ll complete our client partnership agreement to begin traveling the path toward your lifestyle goals.
Over the long term, we take a dedicated approach to connecting regularly to reassess goals, strategies, and progress. As a WAG client, you’ll have access to annual strategy updates and plan reviews, as well as milestone check-ins as needed, to adjust your plan to align with your evolving lifestyle goals.
Whether you want to save money for college, are looking for ways to reduce your tax burden, are ready to start your retirement planning, or want to explore investment opportunities, we’re here to assist you. Our Pittsburgh and Erie offices can help you through reliable financial planning services. We're happy to work with you either in person or virtually, based on your preference.
Get started by scheduling an appointment or telling us a bit about yourself in our form below.
We are ready to serve you with Integrity
As A Fiduciary, we focus on serving you. We don’t try to sell you financial products or force unproven investment ideas on you.
We serve you and you alone, making financial recommendations that are always in your best interest.
Make an appointment with one of our offices today, or send us a message.