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Financial Resources

At West Advisory Group, we've made it our mission to educate our clients on their financial decisions.

Our curated resources below provide invaluable tools and insights to help you make informed decisions and gain the confidence to make sound financial decisions and create a brighter future for your family.

We're on a mission to uncover all of the unspoken topics on retirement. Join our very own Walt West as he talks about the most important topics in retirement, from tax planning to income planning to everything in-between ― Money in Motion digs deep into all the details and uncovers strategies that turn retiree hopes into tales of retirement triumph.

Our Weekly Financial Articles

Knowledge is power. Secrecy keeps us stuck. The financial services industry is always changing. Our articles are a place for sharing what we know, revealing what we're following, and answering your top questions about retirement in 2024 and beyond.


Explore Our Retirement Resources

Our Weekly Financial Newsletter

Get the weekly email that empowers over 2,000 retirees with relevant news, emerging trends, actionable insights, and more.

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.

Registration is required due to limited seating. To register your seat and see the class dates, go to The Prepare Institute's website.

Young Professional Strategies

Family is integral to our signature process, PEAK FORMula

To our clients, we’re their personal CFO, Central Family Office, and that means we’re a sounding board to their children and grandchildren to help them put the puzzle pieces together to ensure they are prepared for retirement in the coming years.

We’ve put together our Early Financial Planning Strategies for some of the most common struggles that young professionals face today.

Federal Employee Benefits

As a federal employee, you have a unique financial situation. You have many benefits and avenues to grow your wealth, but it’s important to be aware of all the choices at your disposal. Being part of such a huge network, circumstances are constantly changing for federal employees, and it’s important to be as up-to-date as possible. 

Our team at West Advisory Group is available to help you navigate federal employment benefits. Learn more about our work with Federal Employee Benefits here.

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Want to see how we can help you get strategic with your retirement planning? Send us a message in the form below.

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