The First Step to Financial Clarity
Let’s talk about where you are, where you want to go, and how we can help you get there.
Let’s Start with a Conversation
At West Advisory Group, the first step is simple — and it's all about you.
We begin with a short, scheduled Introduction Call with one of our advisors. This isn’t a sales pitch — it’s a conversation.
We want to hear your story, understand your goals, and get a sense of what brought you to this point. It’s also a chance for you to learn about how we serve, what makes our approach different, and why so many clients choose to partner with us.
If it feels like a good fit, we’ll send along a few helpful resources to give you a deeper look at our process and what comes next.
If it’s on your mind, it’s worth a conversation.
Ready to schedule your Introduction Call?
Two Locations to Serve You
In-Person or Virtual — Your Choice
Whether you’re just starting to plan for retirement, looking to reduce your tax burden, exploring smarter investment strategies, or preparing for the future of your children — we’re here to help in the way that works best for you.
We serve clients in all 50 states, offering the same trusted guidance virtually as we do in person. Our modern, location-flexible model allows us to deliver our signature PEAK FORMula™ process at 20–40% lower advisory fees than many traditional firms; all without compromising the high-touch service and fiduciary care you deserve.
Wherever you call home, we’re ready to meet you there.
VIRTUAL NATIONWIDE
We Serve All 50 States
Your Location, Our Expertise
PITTSBURGH OFFICE
8160 Perry Highway
Pittsburgh, PA 15237
Phone: (412) 847-2040
Erie OFFICE
1946 West 26th Street
Erie, PA 16508
Phone: (814) 464-0224
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
