Giving back is the most significant and gratifying act of kindness a person can contribute to their community.
The greatest reward is the realization that you have made a significant impact on someone’s life, and that is the most fulfilling feeling imaginable. At West Advisory Group, we honor our clients and our communities by donating to local charities in the Pittsburgh and Erie areas throughout the year. We are committed to making a difference in the lives of our clients and the communities we are serving. We are far more than a financial planning firm. We are members of the community around us and are dedicated to showing up for those in the community that need it the most.
From donating to the Second Harvest Food Bank in Erie to volunteering at the Vincentian Nursing Home bingo events, West Advisory Group strives to go the extra mile by finding outlets to spread compassion and positivity into the local community.
Building relationships that go deeper than numbers.
The individuals and families who have put their trust in the West Advisory Group are more than just our clients. To us, they are an extension of our family. While our team’s main goal is to get you successfully to and through retirement, we also strive to get to know you – the names of your grandkids, where you like to vacation and the passions you would love to pursue in retirement.
Our team enjoys planning unique events throughout the year to help our clients stay engaged in their finances, meet new people, and have some fun while getting to know each other better. The fact is, we truly enjoy the people we work with and want to build relationships that go beyond numbers and into the things that truly matter.