By early August 2026, the headlines told a simple story: markets are near all-time ...
Elevate Your Financial IQ with Platinum Peaks
Level up your financial savvy with Platinum Peaks, your ultimate weekly guide to market news and expert financial insights.
Join the Elite Circle of Financial Enthusiasts
Subscribe to Platinum Peaks for Exclusive Market Updates & Expert Financial Insights!
Trusted by:
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.
Our recent articles
Financial Articles to Keep you up-to-date
Many people feel as though nearly everything costs more today. Travel, entertainment, groceries, and ...
Private market strategies are entering ordinary brokerage and retirement conversations through interval funds, business ...
As December 31 approaches, charitable giving becomes top of mind for many individuals. Whether ...
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.
Social Security rules and regulations are subject to change at any time. Always consult with your local Social Security office before acting upon any information provided herein.
Registered Investment Advisors and Investment Advisor Representatives act as fiduciaries for all of our investment management clients. We have an obligation to act in the best interests of our clients and to make full disclosure of any conflicts of interests. Please refer to our firm brochure, the ADV 2A item 4, for additional information.
Photos are used for the singular purpose of enhancing the website.
Your privacy is important to us, view our Privacy Policy here.
FORM CRS | Milestone Form ADV Part 2A
