Welcome to West Branch Capital
Isn't it about time you stopped worrying about your financial future?
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 has been recognized by investor.com since 2019 as a Trusted Firm. View our profile. To learn more about the trust algorithm, visit investor.com/trust-algorithm.
investor.com’s reviews, opinions, ratings, rankings and related accolades are based upon information provided directly or on behalf of the reviewed-Registered Investment Advisory Firm/Financial Professional and/or from collected publicly-available data from the SEC and FINRA; participation of a Registered Investment Advisory Firm/Financial Professional in investor.com’s review, including any Claimed Profile Program Fees paid to investor.com, in no way influences or biases investor.com’s reviews, opinions, ratings, rankings and related accolades, nor are they indicative of, nor guarantee, a reviewed-Firm’s/Financial Professional’s future performance. See investor.com for additional disclosures, including 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.
West Branch Capital only offers financial planning services to investment management clients, and these services are offered at no additional cost. Financial Plans are tailored to address clients' current and future financial needs. Our comprehensive process takes into account key areas of your financial life, including estate planning, insurance, college savings and retirement needs, and culminates in a personalized financial plan to take you decades into the future. We can work in partnership with your attorney, accountant, insurance agent and other professionals in executing the plan. Let us know when you are ready to get started or need more information.As always, contact our office if you have any questions.
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
- The Markets
Social Security — How Secure Is It?
If one was to read only the headlines of articles written to describe the future of our Social Security system, one could be excused for …
Bond Market Update
Early in the year bond yields declined along with an improved stock market on hopes the Federal Reserve would slow its pace of rate increases. …
Bond Market Update
The year 2022 saw interest rates increase across all maturities as inflation soared to levels not seen in several decades. What had been considered transient …
SECURE Act 2.0 – The Sequel – Is Now Law
In the last few days of 2022, the Setting Every Community Up for Retirement Enhancement (SECURE) Act 2.0 was passed by Congress and signed by …
Paying for Long-Term Care
As you navigate retirement and the aging process for yourself or a family member, it can be daunting to figure out how to cover the …
How Investments are Taxed
If you are asked which marginal tax bracket you are in, there are usually two answers: one rate for ordinary income and a lower rate …