Our financial advisors are ready to present you with investment strategies that align with your financial goals.



A Customized, Process-Oriented Approach

We don’t leave our clients’ financial picture up to chance. We work with you to explore investment options and come up with a financial plan that works for you. By determining your short- and long-term financial goals, and coming up with experience-backed recommendations, we help you develop investment strategies that can serve you well.


We’re here to help you explore and select the best investment options for you.

  • Learn how to grow your wealth and protect your income
  • We will answer your questions and always keep your best interest in mind
  • Give our Pittsburgh or Erie office a call to make an appointment

Investment Strategies

It’s Not What You Make — It’s What You Keep

You’ve worked hard for your income over the years. How much of it will you get to keep?

With West Advisory Group by your side, you’ll be able to keep much more than you thought possible. We work with you to ensure your investment strategies are sound, allowing you to have as much of the money you earned during your working years at your disposal as possible.

Choosing the Right Team

All investing is subject to risk, but you can feel confident that your strategy is the right one for you when you have professionals by your side to guide you. We believe that a combination of safe and smart investments, with a little bit of risk thrown in, provides the highest return for our clients. We’ll show you how to make your money work for you for decades to come with a customized retirement planning strategy handcrafted just for you.

Preparing for the Future

With more than 30 years in the business, our professionals have aided hundreds of people as they have transitioned from the workforce into their golden years. Enjoy your freedom with total peace of mind by getting in touch with our team today. The West Advisory Group team can’t wait to meet with you to get started on your investment strategy.

We will go over with you all of the available avenues for income growth through investment options, and we’ll help you narrow down what you’re most comfortable with that also aligns with your financial goals. During our consultation, we can get a better idea of what you’d like to achieve, and we can come up with an estimated time projection for when these goals may be reached. As we gather information and discuss options, we may go over the following with you:

  • What financial avenues are available to you for generating wealth?
  • Which overall income strategy can weather potential market challenges the best?
  • What are your short-term and long-term financial goals?
  • Are there upcoming expenses, such as college, travel, or retirement, that require particular focus during our strategic financial planning process?
  • What are sound options for growing your wealth while protecting your hard-earned income?
  • Which investment strategies are you most interested in exploring?

Our advisors can serve as your knowledgeable investment guides, and while you ultimately steer your investment strategies in the direction you’d like to go, we are here to provide as much guidance as you need to make an informed decision.

To get started, simply fill out our contact form or give us a call, and a member of our team will get back to you. Start taking charge of your investment picture through strategic financial planning today!



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