Welcome to West Advisory Group
Your Financial Partner
We're glad you're here!
Everyone here at our offices are looking forward to helping you in any way that we can. We want to thank you for meeting with us and we’re excited for the next steps.
We want you to know who you’re working with, and keep you in the loop of our process and services a bit better. We’ve compiled a Welcome Kit for you to help you not only access documents you need but to get to know us a bit better too.
Below are some quick links to get the information you need:
- What You Can Expect from Us
- What We Love to Do
- Our Team
- Our Signature Process
- Our Services
- Our Trusted Partners
- Important Documents for You
We’re looking forward to hearing from you soon, and again, if you have any questions at any point during this process, please feel free to call our office or send us an email. We’re happy to help.
Talk to you soon!
Senior Financial Strategist
What You Can Expect From Us
At the West Advisory Group, we understand that achieving true wealth means enjoying time with people you love without concerning yourself about your finances.
Our team does things a little differently than at large wire-houses or broker-dealers. Rather than fit clients into a pre-designed mold or portfolio, we craft our strategies to fit your unique needs and get to know you and your portfolio before making any recommendations.
We offer a customized approach to financial and retirement planning in an effort to make our clients feel confident that we aren’t just offering them the same cookie-cutter plan everyone else gets. Our developed process is completely objective and customized, meaning that our clients get a plan with the best choice in investments for them and them alone.
In addition to our customized portfolios, we also make it our mission to educate our clients on their financial decisions. Financial literacy is our goal and we believe that honesty, transparency, and constant communication helps build meaningful, long-lasting relationships.
Surveys of affluent Americans consistently tell us that their major frustration is that their advisors should be more proactive about future issues that might affect their financial well-being. We address those concerns in the logical, proactive approach we take with all our clients.
What We Love to Do
Keeping in Touch
We’ve partnered with the PREPARE Institute to host several retirement classes in both Pittsburgh and Erie locations. The PREPARE Institute is a national non-profit educational institution that provides college style retirement education courses for adults that provide unbiased information on all areas of retirement and retirement planning.
Your Partners in Retirement
Walter J West
Senior Financial Strategist
Alan Pershing, MBA
Our Signature Process
Every relationship at West Advisory Group begins with our unique 4-step planning process, designed to clearly identify your goals for your lifestyle and finances and develop a tailored financial strategy to confidently pursue them.
This meeting is about what’s important to you – still with no commitment required. We’ll clarify what makes WAG different and jointly assess your risk tolerance while listening closely to your lifestyle goals. This is your opportunity to tell us everything you want to see from your personalized plan, and so we can begin to work on a plan that will deliver on those wants if you decide to work with us.
Using the information gathered during our discovery meeting, we discuss how we can help you prepare for your financial goals. We also elaborate on our philosophy in more detail and begin to dig more heavily into educating you on the strategies we will put in place for you. We want you to be confident and comfortable in the plan we instate, so this is the best opportunity for you to ask us any question that comes to mind.
We deliver your implementation-ready financial plan, built around real returns and designed to drive real results for you. We’ll complete our client partnership agreement to begin traveling the path toward your lifestyle goals.
Over the long term, we take a dedicated approach to connecting regularly to reassess goals, strategies, and progress. As a WAG client, you’ll have access to annual strategy updates and plan reviews, as well as milestone check-ins as needed, to adjust your plan to align with your evolving lifestyle goals.
At West Advisory Group, we help manage ALL aspects of your wealth so you can understand your ENTIRE
financial picture. We do this by looking at the whole
picture of retirement, what it entails, and how we can be your one-stop-shop for all aspects of your retirement.
Our advisors bring a wealth of experience and knowledge to the table. We can help you optimize and minimize your taxes so you get to keep more for your retirement. We’ll carefully go over both taxable and tax-deferral strategies to help protect your finances long-term. Once we’ve reviewed your situation, we can alert you to any tax advantages you may qualify for.
We understand that, in addition to building a healthy financial portfolio, you want to protect your wealth in order to pass it along when you’re gone. Whether you want to make sure your loved ones are provided for, you would like to continue to support favorite charities, or you have other legacy goals in mind, we’re here to provide guidance and help you make the choices that are right for you.
A financial advisor’s job is to help you find the right balance between risk and growth. Some risk is inevitable, especially if you want to grow your portfolio, but it’s important to manage this risk so that it doesn’t backfire. Talk to the financial specialists at the West Advisory Group to learn strategic, sound ways to manage your financial risk.
We don’t leave our clients’ financial picture up to chance. We work with you to explore investment options and come up with a financial plan that works for you. By determining your short- and long-term financial goals, and coming up with experience-backed recommendations, we help you develop investment strategies that serve your personal objectives.
Whether we’re talking about your retirement, your kids’ college education, your future travels, or a business you’re dreaming of launching, income planning is an important consideration. Together we’ll look at your financial picture and determine which investments can help you reach your goals at each stage of your life.
Looking for a Service Not Listed?
We have an extensive network of trusted teams who we partner with. Call our office and we can find the right solutions to your questions within our extended network.
Our Trusted Partners
Abernethy & Hagerman, Elder Law
We’ve partnered with the team at Abernethy & Hagerman to help you find the right solutions to estate and elder law. They offer creative, effective ways to accomplish your objectives. Their attorneys have more than 50 years of combined experience assisting with wills, estate administration, trusts, Medicaid planning, powers of attorney, guardianship and making long-term care arrangements.
Erie Tax Prep - Tracy Burnside
We trust our clients in the hands of the team at Erie Tax Prep. Their mission is to prepare accurate tax returns allowing their clients to achieve their Maximum Refund Benefit (MRB). Their experience and Enrolled Agent (EA) status means they’re able to do your tax return, even if you currently have issues with the IRS. They work with their clients to minimize future tax consequences and they provide continual support through any issues with the IRS.
CCI Advisors - Robin Briggs
CCI Advisors has been helping individuals and small businesses manage financial risk through customized insurance planning and an extensive knowledge of Medicare. As a family-owned and -operated business, they provide a wealth of information on how to navigate Medicare and specialize in simplifying and streamlining the process of learning about Medicare and selecting the appropriate options.
Todd Titsworth - Health Markets
When it comes to Medicare and Insurance plans, we trust Todd Titsworth to find the best possible match for your unique circumstances. His goal is to provide the insurance plan that best fits his client’s needs and budget. He goes above and beyond narrowing down the best plan to fit his client’s needs.
Burns, Sweeney & Associates
The team at Burns, Sweeney & Associates are well-versed in all areas of accounting and tax services. They partner with their clients to find the best possible outcome as well as offer a plethora of services for any tax or accounting need.
Your documents, at your fingertips.
Upload Your Documents Securely
We want you to have full confidence that your personal files are uploaded and transferred to us securely. Below, we have a link where you can send digital files with ease and security with our secure file uploading system.
Client Bill of Rights
Our commitment to your success. Please review the information in this document so you are informed about some of our process, promises, & written retirement income plan
Client Event Schedule
We love to host a variety of events for our clients, from educational courses to fun outings as a community. We want to not only extend our invitation to you, your family and friends, but we want to encourage you to share with us ideas that you would like to see from us for future events!