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WE GET TO KNOW YOU FIRST

Unlike many advisors, we take the time to learn where you are and where you want to be, then help you draw the path forward. We are retirement strategists.

AS A FIDUCIARY, WE FOCUS ON SERVING YOU

Fiduciaries do things differently. We don’t try to sell you financial products or force unproven investment ideas on you. On the contrary, we serve you and you alone, making financial recommendations that are always in your best interest. Make an appointment with one of our offices today. We are ready to serve you with integrity.

(412) 847-2040

WE SERVE CLIENTS JUST LIKE YOU THROUGH THE FOLLOWING SERVICES:

Retirement planning, including tax savings
Investment strategies and risk management
Income and legacy planning

WHO WE SERVE

Whether you are five years away from retirement, at the threshold of retirement, or are currently retired, we want to work with you. Our advisors offer holistic retirement planning strategies for those who are ready to move from the accumulation phase of life into the distribution phase.

If you need a plan that promises you more money than life, we are the team for the job. We serve anyone who wants to learn more about their options for the future, as well as how to make the best financial decisions for themselves and those who depend on them over the long term. If this sounds like you, we encourage you to give us a call today. We look forward to helping you successfully plan out your retirement by developing a custom financial plan meant just for you.

Don’t leave money on the table, and definitely don’t worry about running out of money as you enter your sunset years. Instead, partner with the West Advisory Group team. We look forward to working with you!

TO BE SURE, WE SERVE YOU

We exist to help you make the best financial decisions possible. As a fiduciary, we are legally bound to recommend what’s best for you. Even beyond our legal obligation to you, we have a commitment to each and every client based on our high standards. We believe in providing budget help, tax planning services, assistance with your retirement planning, and so much more to help you protect your wealth and make investments that are prudent. Rest assured, we will never recommend something that we wouldn’t do.

Our role as your financial advisor is to guide you in a direction that will protect what you have while helping you make your investments work for you. It’s always a careful balance between taking risks based on the most reliable current market information and protecting your earnings from losing value. We are here to guide you and offer some of the soundest tax planning, retirement income, and financial planning advice around!

Ready to learn how you can create a secure financial roadmap to your future? Reach out to either of our offices. We are conveniently located in Erie and Pittsburgh to better serve you. Contact us today!

We’d love to talk about what matters to you.

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Investment advisory services offered through Brookstone Capital Management, LLC (BCM) and Milestone Asset Management, LLC (MAM), a registered investment advisor. BCM is independent of MAM and West Advisory Group. MAM and West Advisory Group are affiliated through common ownership. Insurance products and services are not offered through BCM or MAM but are offered through individually licensed and appointed agents. The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Brookstone Capital Management or Milestone Asset Management.

Third-party ratings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.

Fiduciary duty extends solely to investment advisory advice and does not extend to other activities such as insurance or broker-dealer services.

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