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, 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.

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.

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Groups We Support

Local non-profits and community organizations
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West Branch Capital as pedestal sponsor
Museum of Fine Arts Boston
Art in Bloom, April 2019

Good things come to those who plan for them

Download our free 401(k) primer

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We can help you plan for healthcare in retirement

Download our primer on retirement healthcare options and expenses

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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.

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Consider a Financial Caretaking Plan

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. 

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.

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Do You Need a Trust?

Download our guide which provides a broad overview of some of the most commonly used trusts FAQ. We collaborate with estate planners and can explore with you if a trust could benefit you and your family.

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We're here to help.

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

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