The process that brings clarity, comfort, & confidence to your retirement journey
Retirement isn’t a finish line —
it’s a new beginning.
For too long, retirement planning has relied on one-time paperwork and cookie-cutter advice. But life isn’t linear — and neither is retirement.
At West Advisory Group, we believe your retirement strategy should work for you when you need it most — not just on paper, but in real life.
That’s why we created the PEAK FORMula™ — our dynamic, hands-on process designed to evolve alongside you.
This isn’t a “set it and forget it” plan. It’s an ongoing relationship.
A long-term partnership built on deep understanding, mutual trust, and thoughtful action.
Why FORMula Matters
The Truth: Written Retirement Plans Just Don’t Cut It Anymore.
Life shifts. Markets change. Health, family, goals — they evolve.
A written plan made today may not reflect where you’ll be tomorrow.
The PEAK FORMula™ is built for real life.
It adapts. It flexes. It works even when life doesn’t go to plan.
And above all, it’s rooted in our belief that when you focus on what you can control, you put yourself in the best position to handle what you can’t.
What Clients Really Gain
Clarity
We start by listening — really listening — to what matters most to you. Your hopes, your fears, your vision.
Then we help you connect the dots with a transparent plan that brings it all into focus.
Comfort
With our team by your side, you don’t have to shoulder every decision alone.
We guide, educate, and empower you every step of the way — so you feel supported, not overwhelmed.
Confidence
Through our proven process, we help you deploy a strategy that’s ready for real retirement life.
Because when the pieces fit, you can move forward without second-guessing.
Real peace of mind doesn’t come from a number
— it comes from knowing you’re prepared for whatever comes next.
Jim& Cindy T
-Current Clients-
Cindy and I did a lot of homework and went through many meetings with various retirement planners before choosing the West Advisory Group. WAG met our needs at the start and has continued to do so for the past seven years.
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.
Inside the Peak FORMULA
Where your values, goals, and life come together — in one clear approach.
The Heart of Our Process
The beauty of our process is that it keeps two essential priorities front and center:
- What Matters to You
- You're at the heart of everything we do. If it matters to you, it matters to us.
- What We Can Control
- We don’t waste energy on the uncontrollable. Instead, we focus on setting your financial sails — no matter which way the wind blows.
How the PEAK FORMula™ Works
Our Signature Retirement Planning Process
At West Advisory Group, we’ve helped clients like you navigate the complexities of retirement for over 30+ years using our signature PEAK FORMula™ — a comprehensive approach rooted in seven essential planning pillars.
From wealth and risk management to tax planning and legacy strategies, this short video walks you through how the pieces of your retirement puzzle come together — and how we help you fit them into place as life evolves.
Whether you’re looking to protect your wealth, minimize taxes, or build your legacy — the PEAK FORMula™ helps you grow into every new stage with confidence.
Who We Serve Best
We’ve built the PEAK FORMula™ to serve a very specific kind of person:
Those who want to live the life they’ve worked for — not wonder if they can.
We work best with professionals, business owners, executives, and affluent families within five years of retirement.
People who want more than a financial plan — they want a trusted partner to walk alongside them through every chapter ahead.
Because confidence in retirement comes from more than numbers —
it comes from knowing you’re never on your own.
Over the last 30+ years, we’ve helped clients navigate the highs and lows of market shifts, personal transitions, and policy changes.
Through it all, one thing has stayed the same:
Our PEAK FORMula™ ensures you’re never facing the unknown alone.
This is more than a process. It’s peace of mind.
And it’s how we help you move into retirement with the confidence of knowing — you’re ready.
The Power Behind PEAK
Ready to Take the First Step?
We know that reaching out about retirement planning is a big move — and we don’t take that lightly.
That’s why our process starts with a simple, no-pressure phone call with a member of our Planning Team.
In just 15–20 minutes, we’ll get to know a bit about each other and explain how our PEAK FORMula™ might fit into your retirement journey.
From there, we’ll guide you through every next step — including sending you our Introduction Kit and helping you decide if we’re the right fit to work together.
No rush. No sales pitch. Just clarity, conversation, and connection.
Let’s take that first step — together.
Locations
NATIONWIDE | Virtual Consultations Available Coast to Coast
Pittsburgh | 8160 Perry Hwy, Pittsburgh, PA 15237
Erie | 1946 W 26th Street, Erie, PA 16508
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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.
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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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