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Welcome to West Advisory Group

Welcome to West Advisory Group

Your Financial Partner

Welcome to the West Advisory Group. We are delighted and honored to have you as a client. Please be assured that our entire team is committed to providing you with professional and friendly service that is second to none.

Enclosed is a Welcome Kit that some of our clients have found useful to:

  • Store investment account information
  • Save important financial documents
  • Keep your quarterly statements
  • Collect correspondence about your account
  • Bring to your annual Strategic Planning review

Also enclosed is a list of our staff members that are available to assist you as well as some general information. Please do not hesitate to contact our office if we can be of assistance to you in any way. It is our sincere desire to be able to serve you for years to come.

Sincerely,

Walt West
Senior Financial Strategist

What You Can Expect From Us

At the West Advisory Group, we understand that achieving true wealth means enjoying time with people you love without concerning yourself about your finances.

Our team does things a little differently than at large wire-houses or broker-dealers. Rather than fit clients into a pre-designed mold or portfolio, we craft our strategies to fit your unique needs and get to know you and your portfolio before making any recommendations.

We offer a customized approach to financial and retirement planning in an effort to make our clients feel confident that we aren’t just offering them the same cookie-cutter plan everyone else gets. Our developed process is completely objective and customized, meaning that our clients get a plan with the best choice in investments for them and them alone.

In addition to our customized portfolios, we also make it our mission to educate our clients on their financial decisions. Financial literacy is our goal and we believe that honesty, transparency, and constant communication helps build meaningful, long-lasting relationships.

Surveys of affluent Americans consistently tell us that their major frustration is that their advisors should be more proactive about future issues that might affect their financial well-being. We address those concerns in the logical, proactive approach we take with all our clients.

What We Love to Do

Keeping in Touch

  • We have a dedicated service team at the ready to answer any questions and assist you with any service requests
  • Our weekly newsletter was designed specifically with you in mind to help you live a happier, healthier life and stay in the loop with everything we offer

    • Entertaining

  • Annual Client Appreciation Events
  • Annual Golf Outing
  • Top of the Mountain Client Event
  • Flapjacks & Finance Seminar
  • Our Annual Shred Day

    • Educating

    We’ve partnered with the PREPARE Institute to host several retirement classes in both Pittsburgh and Erie locations. 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.

    Client Empowerment

  • Annual progress reviews
  • Family meetings
  • Investment email alerts and updates
  • Access to our client portal
  • Annual tax-efficiency review
    • Have A question about our service? Contact us today!

    Our Team

    Your Partners in Retirement

    Walter J West

    Senior Financial Strategist

    wwest@westgrp.com



    Jim West

    Technology Manager

    jwest@westgrp.com

    Extension 207

    Alan Pershing, MBA

    Advisor

    apershing@westgrp.com

    Extension 204

    Jody Drakes

    Account Manager

    jdrakes@WESTGRP.COM

    EXTENSION 205

    Lori Timmons

    Operations Manager

    ltimmons@WESTGRP.COM

    EXTENSION 200

    Patricia Hancock

    Communication/Marketing Manager

    phancock@westgrp.com
    Extension 206

    Have A question for our Team? Contact us today!

    Our Services 

    At West Advisory Group, we help manage ALL aspects of your wealth so you can understand your ENTIRE
    financial picture. We do this by looking at the whole
    picture of retirement, what it entails, and how we can be your one-stop-shop for all aspects of your retirement.

    Taxes in Retirement

    Our advisors bring a wealth of experience and knowledge to the table. We can help you optimize and minimize your taxes so you get to keep more for your retirement. We’ll carefully go over both taxable and tax-deferral strategies to help protect your finances long-term. Once we’ve reviewed your situation, we can alert you to any tax advantages you may qualify for.

    Legacy Planning

    We understand that, in addition to building a healthy financial portfolio, you want to protect your wealth in order to pass it along when you’re gone. Whether you want to make sure your loved ones are provided for, you would like to continue to support favorite charities, or you have other legacy goals in mind, we’re here to provide guidance and help you make the choices that are right for you.

    Risk Management

    A financial advisor’s job is to help you find the right balance between risk and growth. Some risk is inevitable, especially if you want to grow your portfolio, but it’s important to manage this risk so that it doesn’t backfire. Talk to the financial specialists at the West Advisory Group to learn strategic, sound ways to manage your financial risk.

    Investment Strategies

    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 serve your personal objectives.

    Income Planning

    Whether we’re talking about your retirement, your kids’ college education, your future travels, or a business you’re dreaming of launching, income planning is an important consideration. Together we’ll look at your financial picture and determine which investments can help you reach your goals at each stage of your life.

    Looking for a Service Not Listed?

    We have an extensive network of trusted teams who we partner with. Call our office and we can find the right solutions to your questions within our extended network.

    We're Here to Help - Contact Our Office

    Our Trusted Partners

    Abernethy & Hagerman, Elder Law

    We’ve partnered with the team at Abernethy & Hagerman to help you find the right solutions to estate and elder law. They offer creative, effective ways to accomplish your objectives. Their attorneys have more than 50 years of combined experience assisting with wills, estate administration, trusts, Medicaid planning, powers of attorney, guardianship and making long-term care arrangements.

    Erie Tax Prep - Tracey Burnside

    We trust our clients in the hands of the team at Erie Tax Prep. Their mission is to prepare accurate tax returns allowing their clients to achieve their Maximum Refund Benefit (MRB). Their experience and Enrolled Agent (EA) status means they’re able to do your tax return, even if you currently have issues with the IRS. They work with their clients to minimize future tax consequences and they provide continual support through any issues with the IRS. 

    CCI Advisors - Robin Briggs

    CCI Advisors has been helping individuals and small businesses manage financial risk through customized insurance planning and an extensive knowledge of Medicare. As a family-owned and -operated business, they provide a wealth of information on how to navigate Medicare and specialize in simplifying and streamlining the process of learning about Medicare and selecting the appropriate options.

    Todd Titsworth - Health Markets

    When it comes to Medicare and Insurance plans, we trust Todd Titsworth to find the best possible match for your unique circumstances. His goal is to provide the insurance plan that best fits his client’s needs and budget. He goes above and beyond narrowing down the best plan to fit his client’s needs.

    Burns, Sweeney & Associates

    The team at Burns, Sweeney & Associates are well-versed in all areas of accounting and tax services. They partner with their clients to find the best possible outcome as well as offer a plethora of services for any tax or accounting need.

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    Important Documents

    Your documents, at your fingertips. 

    New Client Information

    One of our primary goals is to ensure we set reasonable expectations for our clients, and that we can meet or exceed those expectations at all times. Please review the information in this document so you are informed about some of our basic procedures and timeframes.

    Download Here

    Client Bill of Rights

    Our commitment to your success.  Please review the information in this document so you are informed about some of our  process, promises, & written retirement income plan

    Download Here

    Your Financial Portal

    Your personalized portal keeps you connected to your financial life, your advisory team, and everything else you need for managing your wealth. We've put together an informative walkthrough and companion guide to help you get the most out of your new, powerful financial sidekick.

    Review here

    Client Event Schedule

    We love to host a variety of events for our clients, from educational courses to fun outings as a community. We want to not only extend our invitation to you, your family and friends, but we want to encourage you to share with us ideas that you would like to see from us for future events!

    Download Here