Meet Your Retirement Partners
Retirement planning can be complex. To be effective, you need a partner who is independent and objective and truly understands you and your needs.
Why work with us
The entire West Advisory Group team exists to help you make the best financial decisions possible.
Our advisors work alongside individuals and families not only to meet their financial goals but also to help them have the impact they seek. That’s what partnership at West Advisory Group means.
Our role as your fiduciary financial advisor is to help guide you in a direction that will protect what you have, while helping you make your investments work for you. All with a keen focus on delivering best-in-class advice with exceptional service.
Full-Service, One-Stop-Shop
As a full-service retirement advisory firm, our team of professionals come together to help you and your family with all aspects of your financial life, from customized financial planning and investment strategies to proactive tax planning, retirement planning to estate planning, and everything in between, we have your life journey covered.
Customized, Personalized
You are unique, and your investments and plans should reflect that. 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.
Strategic, Client-Centric, Proactive
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.
Meet The Team
Our clients experience something rare and wonderful - it’s a direct result of our forward-thinking, client-centric team.
Not only are our people very talented and happy in their work - they’ll be with you and your family for a long time. This is an essential element of how we work, designed to deliver the deepest, most consistent retirement planning experience you can find.
Our team's ready to help
Want to see how we can help you with your retirement planning? Send us a message in the form below.
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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