West Advisory Group

Directions Website

West Advisory Group Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from West Advisory Group, Financial planner, 8160 Perry Highway, Pittsburgh, PA.

11/02/2026

Are you prepared to withdraw from your retirement assets? With so much at stake, it's crucial to have a well-thought-out strategy.

Our latest video, "10 Things to Consider when Withdrawing Retirement Assets," provides actionable advice on how to optimize your withdrawals and secure your financial future.

In this video, you'll learn about:
- Determining the right withdrawal rate.
- Navigating market conditions and volatility.
- Managing Required Minimum Distributions (RMDs) effectively.
- Deciding when to start Social Security benefits.

And other key strategies for a successful retirement.

This is a must-watch for anyone nearing or already in retirement. Make sure your money works as hard as you do!

Watch the full video here:
https://youtu.be/lGWM_xSLXRM?utm_campaign=coschedule&utm_source=facebook_page&utm_medium=West%20Advisory%20Group&utm_content=%5B%F0%9F%8E%AC%5D%2010%20Things%20to%20Consider%20When%20Withdrawing%20Retirement%20Assets

Stay informed and ensure your money works for you, not against you.

Looking to get help on how to maximize your retirement savings? In this video, we delve deep into the age-old debate: Ro...
10/30/2026

Looking to get help on how to maximize your retirement savings? In this video, we delve deep into the age-old debate: Roth or Traditional accounts? Join us as we guide you through the three main tax buckets for retirement planning: taxable, tax-deferred, and tax-free.

Discover the pros and cons of each bucket, learn about recent legislative changes affecting tax-deferred accounts, and uncover strategies to optimize your tax efficiency.

Whether you're years away from retirement or already enjoying your golden years, understanding these options is crucial for securing your financial future.

Get insider tips on when to contribute, convert, or diversify among these buckets based on your individual goals and circumstances. By the end of this video, you'll be equipped with the knowledge and tools to make informed decisions about your retirement savings strategy.

Don't miss out on this essential guide to building a tax-efficient retirement plan! Head over to our YouTube channel and start shaping your financial future!https://youtu.be/rFj90If3iEg?utm_campaign=coschedule&utm_source=facebook_page&utm_medium=West%20Advisory%20Group&utm_content=%5B%F0%9F%8E%AC%5D%20Sequence%20of%20Returns%20and%20Volatility%20In%20The%20Market

10/16/2026

Are you wondering what makes up the perfect retirement investment strategy?

Our latest video, "Building the Perfect Retirement Investment," dives deep into the essential components of crafting a well-rounded investment plan that suits your unique needs and goals.

We will be going over all the things that make up a perfect investment. Although this investment doesn't exist with all of these characteristics, we will discuss options that have some of these perfect investment qualities.

We want to take a deep dive into what you should consider in building that investment strategy to get as close as you can to your definition of the perfect investment.

Watch now, and don't forget to like, share, and comment with your thoughts!
https://youtu.be/jT2hv-VRohw?utm_campaign=coschedule&utm_source=facebook_page&utm_medium=West%20Advisory%20Group&utm_content=%5B%F0%9F%8E%AC%5D%20Building%20The%20Perfect%20Investment%20For%20Retirement

10/14/2026

Are you ready to start living life on your terms? At West Advisory Group, we follow a personalized process to help you reach your financial goals, whether you're preparing for retirement or seeking more freedom in your career.

In our latest video, we share the formula that guides our clients' financial independence. From family priorities to work-life balance and bucket list adventures—it's all part of our process.

10/13/2026

7 Critical Must-Knows About Healthcare in Retirement

Did you know the average retiree might face up to $300,000 in healthcare costs during retirement? Many overlook this significant expense, but it doesn't have to derail your financial security.

In our newest Money in Motion video, Walt covers the 7 essential things you must consider about healthcare as you prepare for retirement:

- The high cost of healthcare and how to prepare for it
- Navigating Medicare options and potential gaps in coverage
- Planning for long-term care expenses
- Protecting your retirement assets from unexpected medical costs
- How a healthy lifestyle can reduce future risks
- Tax-efficient strategies like HSAs to save on medical costs
- Why early planning is key to a secure retirement

Your healthcare in retirement doesn't have to be a mystery. Watch now to get ahead of the curve.
https://youtu.be/DqkqMgLBb70?utm_campaign=coschedule&utm_source=facebook_page&utm_medium=West%20Advisory%20Group&utm_content=%5B%F0%9F%8E%AC%5D%207%20Critical%20Must%20Knows%20About%20Healthcare%20In%20Retirement

10/12/2026

In our latest video, we walk you through the PEAK FORMula, our signature retirement planning process that has helped clients navigate the complexities of retirement for over 20 years.

From wealth management and risk protection to tax planning and estate strategies, we cover the 7 pillars that guide every step of your financial journey.

10/09/2026

Dive into the world of retirement planning with our newest video release: "What Risks Would I Potentially Have Moving Into Retirement?"

Discover the essential considerations as you transition into retirement, from managing healthcare costs to navigating market volatility.

Don't miss out on this insightful breakdown of key risks you need to know!

Click the link below to watch now and ensure your retirement strategy is on point! Don't forget to like, comment, and subscribe for more valuable insights.
https://www.youtube.com/?utm_campaign=coschedule&utm_source=facebook_page&utm_medium=West%20Advisory%20Group

Address

8160 Perry Highway
Pittsburgh, PA
15237

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Website

Alerts

Be the first to know and let us send you an email when West Advisory Group posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category

Nearby accountants

Other Financial Planning in Pittsburgh

Show All