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Meet Your
Retirement Partners

Backed by extensive experience and good old-fashioned know-how: we’ve cracked the code on retirement through our PEAK FORMula™

If you’ve been looking for a retirement advocate —then you’ve come to the right place.

Meet Your Retirement Partners

Backed by extensive experience and good old-fashioned know-how: we’ve cracked the code on retirement through our PEAK FORMula™

If you’ve been looking for a retirement advocate —then you’ve come to the right place.

What Our Clients Are Saying About Us

Walt and his staff had and have been a great blessing to me as I retired in 2020 and was unsure about my financial stability. Walt has met with me and been very reassuring. He patiently explains concepts I don’t understand and is just plain warm and gracious!

Lauren S, Current Client

Walt and his support staff provide a balanced understanding. He is not afraid to have straightforward conversations specific to both good and bad portfolio results. Our conversations are spirited, direct and informational. Confident in our strategy exchanges and knowledge gained.

Kevin M, Current Client

Cindy and I are very pleased with the West Advisory Group as a whole. We try and not micromanage our account, leaving that to the pros at WAG. That being said, when we do have questions or would like to make a rare change, Walt and Alan have shown a willingness to discuss our thoughts, give us the pros and cons of what we are asking, and guide us in the right directions.

Jim and Cindy T, Current Clients

What Our Clients Are Saying About Us

Lauren S

Current Client

Walt and his staff had and have been a great blessing to me as I retired in 2020 and was unsure about my financial stability. Walt has met with me and been very reassuring. He patiently explains concepts I don’t understand and is just plain warm and gracious!

Walt and his support staff provide a balanced understanding. He is not afraid to have straightforward conversations specific to both good and bad portfolio results. Our conversations are spirited, direct and informational. Confident in our strategy exchanges and knowledge gained.

Kevin M

Current Client

Jim & Cindy T

Current Clients

Cindy and I are very pleased with the West Advisory Group as a whole. We try and not micromanage our account, leaving that to the pros at WAG. That being said, when we do have questions or would like to make a rare change, Walt and Alan have shown a willingness to discuss our thoughts, give us the pros and cons of what we are asking, and guide us in the right directions.

This testimonial was given by a current client of Milestone Asset Management, LLC (MAM). No cash or non-cash compensation was provided for the testimonial. This arrangement creates a conflict of interest because MAM has an incentive to engage clients who have had a positive experience with the firm to provide such testimonials. There is no guarantee another individual’s experience will be representative of the individual providing this testimonial and no guarantees of performance or success are offered.

Why work with us


The entire West Advisory Group team exists to help you make the best financial decisions possible. 

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. 

With our team of experts and our PEAK FORMula™: we’re your personal CFO, your Complete Family Office. 

Our approach to every retirement is this...

Our clients never need to spend a single iota of time worrying about what’s around the corner in their retirement.

In life, there are many things that are out of our control and, frankly, we don’t spend a lot of time worrying about them. Instead, we focus on the set of your sail rather than the direction of the wind.


With our PEAK FORMula™, we’ve developed and refined an approach that helps our clients put all the pieces of the puzzle together to ensure they are prepared for the unexpected.

When it comes to hurdles, our PEAK FORMula™ has been refined to guide you through them with ease.

Market Volatility and Legislative Changes don’t scare us, our team has been in all of the peaks and troughs for our 30+ years in the financial industry.


We’ve seen it all and our PEAK FORMula™ is designed specifically to navigate all of the rough roads that may come up ahead.

You don’t know what you don’t know—but we do.

Our clients always say: “I don’t know what I would do without you.”


We’ll work alongside you not only to help meet your financial goals but also plan for tomorrow and all of the days that follow.


That’s what partnership at West Advisory Group means. 

Meet Your Complete Family Office

Our team has weathered a wide range of challenges and experiences through our 30+ years, and we bring that wealth of knowledge to every client's unique situation. 

We understand that each retiree has their own circumstances and goals, and our team's seasoned expertise allows us to tailor our approach and provide personalized solutions that meet their specific needs. With us, you can trust that you're benefiting from a team that has seen it all and knows how to navigate the complexities of any situation.

Walter J West
Senior Financial Strategist

Alan Pershing
Financial Strategist

COLIN BARCLEY
Financial Strategist

JIM MASONE
Financial Strategist

Calen Cummins
Financial Strategist

LORI TIMMONS
Chief Operating Officer

JIM WEST
Technology Director

JODY DRAKES
 Client Service Coordinator - Erie

Patricia hancock
 Marketing Executive

ASHLEY FRIEDLAND
 Client Service Coordinator

Our team's ready to help

Want to see how we can help you get strategic with your retirement planning? Send us a message in the form below.

Don't want to wait? Contact our office!

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