Walter J. West
Senior Financial Strategist
Walt is the founder of West Advisory Group, a financial services firm dedicated to helping its clients achieve every one of their lifetime financial goals. Walt provides comprehensive financial planning, including income and wealth preservation planning. Walt consistently identifies unique strategies for asset management. He successfully eliminates the fear, anxiety, and hassle pertaining to his clients’ financial affairs. With extensive experience and the ability to deliver effective, timely, and unparalleled financial solutions, Walt commits to offering a one-source solution for the management, growth, and preservation of his clients’ wealth.
In the years leading up to its founding, Walt had spent several years in senior management with New England Financial. His responsibilities included hiring, training, and supervising many financial representatives who consistently provided superior financial management for many families throughout the Western Pennsylvania area. During his tenure with NEF, Walt created the TriState Construction Network. This network provided a resource for the construction industry to communicate their financial needs and concerns.
Prior to entering the financial services industry, Walt spent 5 years in Northern Virginia working as an Engineer supporting both the Army and Navy. Walt’s discipline and analytical background prepared him with the skills necessary for comprehensive analysis and building roadmaps for financial security.
Since forming the West Advisory Group, Walt has been recognized as a Retirement Specialist. Walt was an honorary host of the “Protecting Your Profits” radio show on 94.5 3WS Pittsburgh and was a weekly guest on the nationally broadcast “Financial Safari” radio show heard locally on FM NewsTalk 104.7. As an Independent Advisor he has educated thousands of retirees and pre-retirees about the financial challenges that lie ahead. Walt is an Investment Advisor Representative with Brookstone Capital Management and a Certified Long-Term Care specialist. Walt also holds licenses for life, accident, and health insurance.
Walt was born and raised in Pittsburgh, PA. He is married and has one son. He enjoys outdoor activities including downhill skiing, biking, fishing, and boating.