About Us
CLARITY
Confidence
calm
commitment
Your Retirement is Personal.
So is Our Partnership.
Retirement isn’t just a phase of life — it’s a deeply personal transition filled with dreams, questions, and pivotal decisions.
At West Advisory Group, we don’t just help you plan for it — we walk through it with you.
With over 30 years of experience and our proprietary PEAK FORMula™, we’ve crafted a retirement planning approach that doesn’t just check boxes — it brings peace of mind.
We're not here to sell you a plan. We're here to build one with you.
It starts with Trust
Why Our Clients Choose West Advisory Group
You deserve a partner who sees the full picture — not just the portfolio.
From your first meeting with us, you'll notice something different.
We take the time to understand not just your financial picture — but your story. Your goals, your fears, your family.
We believe that retirement planning is about more than numbers.
It’s about the life you want to live, the people you want to share it with, and the legacy you want to leave behind.
And we don’t take that responsibility lightly.
That’s why we operate as your Complete Family Office — your personal CFO, strategist, and sounding board.
Our team brings deep expertise, steady hands, and compassionate hearts to every conversation, every decision, and every strategy we build together.
The PEAK FORMula™
Purpose-built for the real world of retirement
Over decades of guiding individuals and families through all stages of retirement, we noticed something: traditional planning often falls short when life throws a curveball.
So, we created the PEAK FORMula™ — a proven framework designed to help you anticipate and adjust. It’s built around what we can control and designed to protect against what we can’t.
From market shifts to legislative changes, we’ve helped clients through it all. And through it all, one thing remains the same:
You won’t be navigating it alone.
We don’t chase trends. We don’t gamble.
We set the sail with intention.
We Know What’s Around the Corner
so you don't have to
Life is full of uncertainty — but retirement shouldn't be. At West Advisory Group, we focus on positioning your plan to stand strong no matter the weather.
We don’t chase trends. We don’t gamble. We set the sail with intention.
With decades of experience behind us and a forward-focused process guiding us, we’re here to anticipate what’s ahead — so you can enjoy the now.
Our clients rely on us not just for financial planning, but for the peace of mind that comes from knowing their future is in capable, steady hands.
You don’t have to figure it all out alone. You have us.
We exist to be the calm in your storm, the guide through your unknowns, and the advocate for your future.
A Legacy of Trust
What Partnership Really Means to Us
For more than 30 years, we’ve been the steady hand, the second opinion, and the support system our clients count on — through every market shift, life change, and season of retirement.
We’re not just retirement experts. We’re the people who sit with you during the hard conversations, celebrate your wins, and make sure nothing gets left to chance.
At West Advisory Group, we don’t just help you plan for retirement.
We help you live it — with clarity, confidence, and calm.
Some advisors create financial plans.
We create lifelong partnerships.
Our Team
Real people. Real planning. The team committed to walking retirement with you — not just planning it.
Behind every successful retirement plan is a team of people who care deeply — about your goals, your time, and your peace of mind.
At West Advisory Group, our advisors, planners, and support staff bring decades of experience — but also something more: a genuine commitment to the people we serve.
Meet the dedicated team who brings the PEAK FORMula™ to life — and who will stand beside you, not just today, but for all the years to come.
Walter J West
Founder & CEO
Alan Pershing
Financial Strategist
COLIN BARCLEY
Financial Strategist
Calen Cummins
Financial Strategist
LORI TIMMONS
Chief Operating Officer
JIM WEST
Technology Director
Patricia hancock
Marketing Executive
ASHLEY FRIEDLAND
Business Development Specialist
Margaret Flynn
Business Development Specialist
charly lundell
First Impressions Coordinator
Our Team Culture
Get to know the dedicated professionals who will be standing by your side every step of the way. Meet the team behind your complete family office and the PEAK FORMula™.
You Deserve a Team That Sees the Full Picture
We’re not just here to help you retire. We’re here to help you retire well.
And we believe that starts with clarity, confidence, and a strategy that brings it all together.
Ready to take the next step?
Call us today to schedule your first conversation.
Locations
NATIONWIDE | Virtual Consultations Available Coast to Coast
Pittsburgh | 8160 Perry Hwy, Pittsburgh, PA 15237
Erie | 1946 W 26th Street, Erie, PA 16508
©2026 West Advisory Group® - All rights reserved.
This website is a publication of West Advisory Group, a dba of Milestone Asset Management, LLC. Investment advisory services offered through Milestone Asset Management, LLC and Brookstone Capital Management LLC, registered investment advisers that only conduct business in jurisdictions where they are properly registered or excluded or exempted from registration requirements. Registration as an investment adviser is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. The firm is not engaged in the practice of law or accounting.
The information presented is believed to be current. It should not be viewed as personalized investment advice. All expressions of opinion reflect the judgment of the authors on the date of publication and may change in response to market conditions. You should consult with a professional adviser before implementing any strategies discussed. Content should not be viewed as an offer to buy or sell any of the securities mentioned, or as legal or tax advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation.
Hyperlinks on this website are provided as a convenience. We cannot be held responsible for information, services, or products found on websites linked to ours.
All investment and insurance strategies have the potential for profit or loss. Different types of investments involve higher and lower levels of risk. There is no guarantee that a specific investment or strategy will be suitable or profitable for an investor’s portfolio. There are no assurances that a portfolio will match or exceed specific benchmarks. Asset allocation and diversification will not necessarily improve an investor’s returns and cannot eliminate the risk of investment losses.
Annuity and life insurance guarantees are subject to the claims-paying ability of the issuing insurance company. If you withdraw money from or surrender your contract within a certain time after investing, the insurance company may assess a surrender charge. Withdrawals may be subject to tax penalties and income taxes. Persons selling annuities and other insurance products receive compensation for these transactions. These commissions are separate and distinct from fees charged for advisory services. Insurance products also contain additional fees and expenses.
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