Meet Your Personal Financial Portal
Your personalized portal keeps you connected to your financial life, your advisory team, and everything else you need for managing your wealth.
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To help you use your personal financial portal to the fullest potential, we’ve provided a quick walkthrough video to help you acclimate yourself to your powerful, new tool.
Alan will be walking you through everything you can expect from your financial portal, what important tools are included, and how you can stay truly connected to your financial picture.
Stay connected to your account any time, anywhere
Never miss a beat when you’re on the road or on vacation!
With our app, available on the App Store and Google Play, you’ll always be able to check in and see important messages and any changes to your account.
Let's Get Started
Your financial picture: at your fingertips.
Ready to see what’s in your personalized portal?
Pittsburgh Office
8160 Perry Highway
Pittsburgh, PA 15237
412-847-2040
Erie Office
1946 West 26th Street
Erie, PA 16508
814-464-0224
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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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