Retirement Planning with a
Clear Direction & Peaceful Future
At West Advisory Group, we are committed to bringing a process-driven approach to each client’s situation, while incorporating innovation and new ideas at every step along the way.
Our advisors offer a one-stop-shop for all aspects of retirement planning with strategies for those who are ready to move from the accumulation phase of life into the distribution phase.
If you’re seeking clarity for your retirement, you’re in the right place.
At West Advisory Group, we understand that achieving true wealth means enjoying time with people you love without concerning yourself about your finances.
Our combination of delivering unbiased, independent advice with a scientific approach to financial planning and investing makes us uniquely distinct from other advisory firms.
You are unique, and your investments and plans should reflect that. 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.
Comprehensive strategies designed to elevate your financial potential and help maximize future opportunities
Our team will seek to continuously optimize a financial strategy specifically tailored to your needs. It’s what drives us to find clear, unbiased answers to your every question. Until all that’s left is clarity, comfort and a strategy built to you and your specific needs and values.
Explore the Retirement Planning Services We Provide
Taxes in Retirement
You need a trusted, experienced partner to help you with your taxes for retirement. We can help you minimize taxes and associated fees, so you get to keep more for your retirement.
Legacy Planning
Planning for your family after you’re gone can be a challenge, but we’re here to make it easier. We'll provide guidance and help you make the choices that are right for you and your family.
Risk Management
A financial advisor’s job is to help you find the right balance between risk and growth. With us, you’ll learn how to make smart and calculated investment risks, allowing you to feel confident in your portfolio and financial plan.
Federal Employee Benefits
As a federal employee, you have a unique financial situation. You have many benefits and avenues to grow your wealth, but it’s important to be aware of all the choices at your disposal.
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's specifically tailored to your unique needs.
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.
Our Signature Process
At West Advisory Group, we are committed to bringing a process-driven approach to each client’s situation, while incorporating innovation and new ideas at every step along the way. All done with a keen focus on delivering best-in-class advice with exceptional service.
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.
Every relationship at West Advisory Group begins with our unique 4-step planning process, designed to clearly identify your goals for your lifestyle and finances, as well as develop a tailored financial strategy to confidently pursue them.
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.
Retirement Planning customized to you
We believe you deserve more
out of your Retirement.
Pittsburgh Office
8160 Perry Highway
Pittsburgh, PA 15237
412-847-2040
Erie Office
1946 West 26th Street
Erie, PA 16508
814-464-0224
©2023 West Advisory Group® - All rights reserved.
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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