WBC Client Log-In & Custodians

Giving Back to Our Community

Part of our community

How We Get Involved

West Branch Capital, LLC is honored to support many local non-profits and community groups. 

Our founder and CEO, Ayaz Mahmud and other team members are also available to speak at your event, office, or group about retirement planning, 401(k) plans, Social Security strategies, and more. Fill out the form below to request more information!

  • Date Format: MM slash DD slash YYYY
  • This field is for validation purposes and should be left unchanged.

Groups We Support

Local non-profits and community organizations
Northampton Community Arts Trust
MSPCA Boston Animal Care and Adoption Center
A Better Chance Amherst
Rose's Place
Springfield JCC
Project Bread
Amherst Survival Center
WGBH
Cross Town Contemporary Art
Museum of Fine Arts
Daffodil Run
Hampshire Young People's Chorus
New England Public Radio
CHD Family Outreach of Amherst
Salesian Missions
Pioneer Valley Symphony
Alzheimer's Association
Amherst Fourth of July Celebration
Jewish Community of Amherst
Amherst Area Chamber of Commerce
Pan-Mass Challenge
Friends of the Jones Libraries Amherst, Massahusetts
Lower Cape Outreach Council
Hillel UMass Amherst
An artistic flower arrangement rests on a pedestal with a painting in the background
West Branch Capital as pedestal sponsor
Museum of Fine Arts Boston
Art in Bloom, April 2019
15585

Consider a Financial Caretaking Plan

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.

A man holds currency while a financial advisor gestures to a security icon

A Financial Caretaking Plan 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. 

15585

Get Started Saving for College

From opening 529 account to calculating how much to save, we'll help you create a college saving plan with our free guide.

Two people shake hands while a woman on a laptop and a man pointing to a chart track financial growth
15585

Good things come to those who plan for them

Download our free 104(k) primer

A man waters a plan with currency growing from it
15585

We can help you plan for healthcare in retirement

Download our primer on retirement healthcare options and expenses

A man holds currency while a financial advisor gestures to a security icon
15585

We're here to help.

Download our guide to understanding long term care expenses and options.

Financial advising team meeting for retirement planning