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Financial Resources

At West Advisory Group, we've made it our mission to educate our clients on their financial decisions.

It’s time for a better approach to financial literacy, one that allows you to take charge of your finances in a way that aligns with your family’s goals.

WAGU: Your Retirement Education Hub

Our team believes that financial literacy is the key to a great, fulfilling retirement, and is integral to building successful legacies throughout our communities.

WAGU was designed to be your one-stop shop for all of your up-to-date resources on topics that are integral to your retirement. And our library is always growing.

Explore Our Other Retirement Resources

Our Weekly Financial Newsletter

We want you to be in the know about the important topics that we’re sharing, and we’re hopeful that our weekly newsletter will help you stay in the loop. Our goal for these weekly emails are to be on the topics that you want to learn more about and to open a conversation with any questions you may have about them. Just enter in your information below, and you'll start receiving our financial newsletter right to your inbox!

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In-Person Events

West Advisory Group is proud to give back to the Pittsburgh and Erie communities that we serve.

We proudly offer a variety of different events, from financial and retirement planning educational events and seminars to charitable and social events.

We make all of our event announcements over on our Facebook page.

The PREPARE Institute Classes

Did you know that Walt is an instructor for the PREPARE® Institute? 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.

The classes are free, but registration is required due to limited seating. To register your seat and see the class dates, go to The Prepare Institute's website.

Free Portfolio Risk Analysis

Take our no-cost, no-obligation 5-minute questionnaire that covers topics such as portfolio size, top financial goals, and what you're willing to risk for potential gains.

We'll pinpoint your exact Risk Number and send you a personalized report. Is your retirement at risk? Get your free portfolio risk analysis below!

Our Weekly Financial Articles

The financial services industry is always changing, and we work diligently to stay on top of these adjustments. In our Financial Articles, you'll find the most up to date information and data on the topics you want to learn more about.



Stock Market Terms Defined and Decoded

The Behavior Gap and Investing

What Makes a Good Retirement Strategy?

Get weekly financial articles straight to your email

We want you to be in the know about the important topics that we’re sharing, and we’re hopeful that our weekly newsletter will help you stay in the loop. Our goal for these weekly emails are to be on the topics that you want to learn more about and to open a conversation with any questions you may have about them. Just enter in your information below, and you'll start receiving our financial newsletter right to your inbox!