OUR MISSION

THE WEST ADVISORY GROUP DIFFERENCE

At the West Advisory Group, we do 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 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.

Our Goal

We are committed to bringing a process-driven approach to each client’s situation, while incorporating innovation and new ideas. At every step in our work in financial planning, investment management and retirement planning, clients will know where they stand.

Our Mission

Not only do we educate our clients on their options, but we also strive to educate ourselves, as well. The financial services industry is always changing, and we work diligently to stay on top of these adjustments.

Our Obligation

As a fiduciary, we are required to act in the best interest of the clients we serve, putting your needs first and making recommendations based on the best fit and suitability to your overall plan. This includes providing detailed recommendations, educating our clients on their options, and continually monitoring their retirement plans progress.

We’d love to talk about what matters to you.

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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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