Take control of your financial future
How Can We Help?
How we help
About West Branch Capital
We understand the emotion involved in making financial decisions.
It isn’t always easy to know where to begin: to maintain the knowledge and find the time to be able to invest wisely, to make sound money choices every day, and to prioritize your financial security for your future and your retirement.
Whether you are just starting to think about investing or have been saving your whole life, we are here to help you understand your choices and feel secure in your decisions.
Founded in 2004, West Branch Capital is an independent, minority owned, fee-only Registered Investment Adviser. As fiduciaries, we strive to conduct ourselves in a manner that is always in the best interests of our clients.
West Branch Capital was recognized by investor.com as a 2019 Trusted Firm. View our profile. To learn more about the trust algorithm, visit investor.com/trust-algorithm.
The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by the Financial Times (June, 2017). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. The listing reflected each practice’s performance in six primary areas: assets under management, asset growth, compliance record, years in existence, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.
A full range of investment management services for individuals, institutions and corporate retirement plan sponsors
West Branch Capital offers a full range of investment management services for individuals, institutions and corporate retirement plan sponsors. We manage equities, domestic fixed income (both taxable and tax-free), balanced portfolios, mutual funds, closed end funds, exchange-traded funds and similar vehicles.
Who We Work With
Our clients are professors, artists, business owners, and multi-generational families. Whether you are just beginning to consider your financial future, or you have a solid retirement game plan, we can assist.
We will work with you to build a customized portfolio based on your individual investment goals, risk tolerance, and financial situation. The portfolio we build together will be focused on helping you to achieve your specific goals.
Our financial planning services are tailored to address your current and future financial needs. Our comprehensive planning process takes into account the key areas of your financial life – including estate planning, insurance, college savings and retirement needs – and culminates in a personalized financial plan decades into the future. Then, we work with your attorney, accountant, insurance agent and other professionals to execute our plan. Our secure financial planning portal helps you keep track of your goals.
If you would like to begin your financial planning process, we can send you the materials needed to get started and schedule an introductory meeting.
You may also consider preparing a Financial Caretaking Plan which outlines the steps you take to transfer bill paying, investment management, estate planning, and tasks you need to complete to prepare for the day you can no longer manage finances on your own. This enables us to help you prepare for transition of financial management to your financial caretaker(s). If portions of the questionnaire are not applicable, that’s ok. We can work on this report together to reflect your plans. To get started, fill out the information on the first page of the Financial Caretaking Plan and then click the “Next” button. As always, contact our office if you have any questions.
We work closely with plan sponsors to design/re-design, implement, and manage corporate retirement plans with a particular emphasis on reducing overall plan cost.
We can help:
- Optimize your plan to encourage employee participation
- Identify and engage cost-effective third party service providers
- Select and monitor investment options, including a Qualified Default Investment Alternative (QDIA)
- Benchmark plan expenses against relevant peers
- Educate participants about the plan and its role in preparing for retirement.
About Our Team
We’re fee-only fiduciary advisors, which means we conduct ourselves in a manner that is always in your best interest as our client. That means:
In short, we won’t sell you things you don’t need.
We’re committed to maintaining the culture of integrity that permeates everything we do. We pride ourselves on offering independent, objective investment management services and providing complete transparency. We understand the high degree of trust placed in us by our clients and we work tirelessly to keep it.
News, long views, and step-by-step guides
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With the deadline for filing 2019 federal tax returns postponed until July 15, and our main focus on staying healthy and safe, taxes are probably …