Secure. Simple. Done.
Need to send documents to West Advisory Group? We make it easy to securely share your important financial information with our team.
For your protection, each client is provided with a unique, secure link to the West Advisory Group Secure Document Portal.
Ready to Upload Your Documents?
Call us at (412) 847-2040, and we'll provide you with your personalized Secure Document Portal link.
Your personalized portal provides a secure way to upload and share your documents directly with our team. Please do not send sensitive or confidential documents through regular email.
Upload your documents with confidence — our encrypted platform keeps your data safe.
Your Privacy Matters
At West Advisory Group, we understand that the documents you share with us may contain sensitive financial and personal information. We take your privacy seriously and use a secure document portal to help protect your information when it is being shared with our team.
Have questions about sending a document?
We're happy to help. Give us a call at (412) 847-2040.
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
