These years have many curves and knots along the way, all of which can conceal a big surprise bill at the end of them.
To have a retirement that fits you and your family, you need a working FORMula that pulls its weight and works when you can’t.
Lauren S
Current Client
Walt and his staff had and have been a great blessing to me as I retired in 2020 and was unsure about my financial stability. Walt has met with me and been very reassuring. He patiently explains concepts I don’t understand and is just plain warm and gracious!
Walt and his support staff provide a balanced understanding. He is not afraid to have straightforward conversations specific to both good and bad portfolio results. Our conversations are spirited, direct and informational. Confident in our strategy exchanges and knowledge gained.
Kevin M
Current Client
Jim & Cindy T
Current Clients
Cindy and I are very pleased with the West Advisory Group as a whole. We try and not micromanage our account, leaving that to the pros at WAG. That being said, when we do have questions or would like to make a rare change, Walt and Alan have shown a willingness to discuss our thoughts, give us the pros and cons of what we are asking, and guide us in the right directions.
This testimonial was given by a current client of Milestone Asset Management, LLC (MAM). No cash or non-cash compensation was provided for the testimonial. This arrangement creates a conflict of interest because MAM has an incentive to engage clients who have had a positive experience with the firm to provide such testimonials. There is no guarantee another individual’s experience will be representative of the individual providing this testimonial and no guarantees of performance or success are offered.
Trusted by:
Many people have fears of the unknown in retirement - are you a part of the 43% who have an idea of what you’ll do in retirement? Or are you ready to take action on your ideas and turn it into a fluid, dynamic process ready to take on all of your retirement years?
say their biggest fear is outliving their retirement savings and investments.
agree that they’re concerned that when they retire, Social Security will not be there for them.
have an idea of a financial strategy for retirement but haven’t written it down.
Jim& Cindy T
-Current Clients-
Cindy and I did a lot of homework and went through many meetings with various retirement planners before choosing the West Advisory Group. WAG met our needs at the start and has continued to do so for the past seven years.
This testimonial was given by a current client of Milestone Asset Management, LLC (MAM). No cash or non-cash compensation was provided for the testimonial. This arrangement creates a conflict of interest because MAM has an incentive to engage clients who have had a positive experience with the firm to provide such testimonials. There is no guarantee another individual’s experience will be representative of the individual providing this testimonial and no guarantees of performance or success are offered.
The soon-to-retire professionals we work with have specific needs now and in the future, that are aligned with our expertise and our process. Through our signature process and philosophy, we strive to provide exceptional service to many generations of your family.
Our proprietary process, The PEAK FORMula™, was forged through our decades of experience to fit your unique needs without falling prey to the one-size-fits-all cliches of today’s advisory firms.
In life, there are many things that are out of our control and, frankly, we don’t spend a lot of time worrying about them. Instead, we focus on the set of your sail rather than the direction of the wind.
With our PEAK FORMula™, we’ve developed and refined an approach that helps our clients put all the pieces of the puzzle together to ensure they are prepared for the unexpected.
Market Volatility and Legislative Changes don’t scare us, our team has been in all of the peaks and troughs for our 30+ years in the financial industry.
We’ve seen it all and our PEAK FORMula™ is designed specifically to navigate all of the rough roads that may come up ahead.
Our clients always say: “I don’t know what I would do without you.”
We’ll work alongside you not only to help meet your financial goals but also plan for tomorrow and all of the days that follow through personalized attention, tailored strategies, and ongoing support. That’s what partnership at West Advisory Group means.
Jim & Kim D
-Current Clients-
Always informative, we feel West Advisory has put us on a path to succeed through retirement. We feel our interests are being carefully looked after. The Advisory Group is always striving to improve its investment technique to give its clients the best service.
This testimonial was given by a current client of Milestone Asset Management, LLC (MAM). No cash or non-cash compensation was provided for the testimonial. This arrangement creates a conflict of interest because MAM has an incentive to engage clients who have had a positive experience with the firm to provide such testimonials. There is no guarantee another individual’s experience will be representative of the individual providing this testimonial and no guarantees of performance or success are offered.
Our clients experience something rare and wonderful - it’s a direct result of our forward-thinking, client-centric team. Not only are our people very talented and happy in their work - they’ll be with you and your family for a long time.
With our team of experts and our PEAK FORMula™: we’re your personal CFO, your Complete Family Office.
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.
Financial Planning, Investment Strategies, Money in Motion
Retirement isn’t just about leaving work—it’s about knowing you’ll have enough to live the life you want. But many people approaching retirement don’t know where to start. Here are four key steps to prepare: By taking these steps, you’ll gain clarity, comfort, and confidence as you transition into retirement. Need help putting the pieces together? [ MORE ]
Financial Planning, Money in Motion
For many, retirement isn’t just a financial decision—it’s a major life shift. You go from a structured routine to open-ended days, and that can feel overwhelming. The happiest retirees aren’t just financially prepared; they’ve thought through how they’ll spend their time, maintain relationships, and adjust to a new pace of life. The key? Having a [ MORE ]
Financial Planning, Legacy Planning, Money in Motion
When families lose a loved one, they’re often left to sort through shoeboxes of papers and scattered documents. On top of grief, this financial disarray can be overwhelming. At West Advisory Group, we help families organize their financial lives in two key ways: These steps not only bring clarity and organization but also offer comfort [ MORE ]
Financial Planning, Legacy Planning, Money in Motion
Market volatility is a natural part of investing, but it doesn’t have to derail your plans. At West Advisory Group, we guide you through these shifts by focusing on the set of the sails, not the direction of the wind. Here’s how we help you navigate turbulent times: As Warren Buffett says, “Predicting rain doesn’t [ MORE ]
Money in Motion
As you move into retirement, healthcare costs can be one of the biggest concerns you’ll face. Unfortunately, this often-overlooked aspect of retirement planning can have a huge financial impact if not properly addressed. In our latest Money in Motion video, Walt discusses the seven critical must-knows about healthcare in retirement. 1. The High Cost of [ MORE ]
Financial Planning, Investment Strategies, Legacy Planning, Money in Motion, Taxes in Retirement
Are you looking for a financial partner who understands your unique needs and goals? At West Advisory Group, we believe that true financial independence isn’t just about managing money—it’s about aligning your financial plan with what truly matters to you. In this video, we dive into our personalized approach with our signature process, PEAK FORMula: [ MORE ]
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Pittsburgh, PA 15237
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Erie, PA 16508
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