Financial Resources
At West Advisory Group, we've made it our mission to educate our clients on their financial decisions.
It’s time for a better approach to financial literacy, one that allows you to take charge of your finances in a way that aligns with your family’s goals.
Explore Our Retirement Resources
Our Weekly Financial Newsletter
We want you to be in the know about the important topics that we’re sharing, and we’re hopeful that our weekly newsletter will help you stay in the loop. Our goal for these weekly emails are to be on the topics that you want to learn more about and to open a conversation with any questions you may have about them. Just enter in your information below, and you'll start receiving our financial newsletter right to your inbox!
In-Person Events
West Advisory Group is proud to give back to the Pittsburgh and Erie communities that we serve.
We proudly offer a variety of different events, from financial and retirement planning educational events and seminars to charitable and social events.
We make all of our event announcements over on our Facebook page.
The PREPARE Institute Classes
Did you know that Walt is an instructor for the PREPARE® Institute? The Prepare Institute is a national non-profit educational institution that provides college style retirement education courses for adults that provide unbiased information on all areas of retirement and retirement planning.
The classes are free, but registration is required due to limited seating. To register your seat and see the class dates, go to The Prepare Institute's website.
Free Portfolio Risk Analysis
Take our no-cost, no-obligation 5-minute questionnaire that covers topics such as portfolio size, top financial goals, and what you're willing to risk for potential gains.
We'll pinpoint your exact Risk Number and send you a personalized report. Is your retirement at risk? Get your free portfolio risk analysis below!
Our Weekly Financial Articles
The financial services industry is always changing, and we work diligently to stay on top of these adjustments. In our Financial Articles, you'll find the most up to date information and data on the topics you want to learn more about.
Get weekly financial articles straight to your email
We want you to be in the know about the important topics that we’re sharing, and we’re hopeful that our weekly newsletter will help you stay in the loop. Our goal for these weekly emails are to be on the topics that you want to learn more about and to open a conversation with any questions you may have about them. Just enter in your information below, and you'll start receiving our financial newsletter right to your inbox!
Pittsburgh Office
8160 Perry Highway
Pittsburgh, PA 15237
412-847-2040
Erie Office
1946 West 26th Street
Erie, PA 16508
814-464-0224
©2023 West Advisory Group® - All rights reserved.
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.
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
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.
Third-party ratings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.
Fiduciary duty extends solely to investment advisory advice and does not extend to other activities such as insurance or broker-dealer services.
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