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Independent fee-only, minority owned SEC Registered Investment Adviser
Giving Back to Our Community
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West Branch Capital, LLC is honored to support many local non-profits and community groups, including art exhibitions in Dennis, MA and a trailhead project in Belchertown, MA.
Holland Glen Conservation Area
West Branch Capital is happy to share an update from Kestrel Land Trust, who recently built a new kiosk at the trailhead in the Holland Glen Conservation Area in Belchertown, Massachusetts. You can read the full article here, and also learn about all of Kestrel’s recent environmental initiatives. We are a proud sponsor of the kiosk and look forward to visiting the trail.
Museum of Fine Arts Boston
West Branch Capital as pedestal sponsor
Museum of Fine Arts Boston
Art in Bloom, April 2019
Our founder and CEO, Ayaz Mahmud and other team members are available to speak at your event, office, or group about retirement planning, Social Security strategies, and more. Please fill out the form below to request more information.
Speaker Inquiry
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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.