Compliance Disclosure

West Branch Capital LLC (“West Branch Capital”) is a Registered Investment Advisor, registered in the Commonwealth of Massachusetts. West Branch Capital provides asset management and related services for clients nationally and internationally. West Branch Capital will file and maintain all applicable licenses as required by the state securities boards and/or the Securities and Exchange Commission (“SEC”), as applicable. West Branch Capital renders individualized responses to persons in a particular state only after complying with the state’s regulatory requirements, or pursuant to an applicable state exemption or exclusion.

This web site is intended to provide general information about West Branch Capital. It is not intended to offer investment advice. Information regarding investment products and services are provided solely to read about our investment philosophy, our strategies and to be able to contact us for further information.

Market data, articles and other content on this web site are based on generally-available information and are believed to be reliable. West Branch Capital does not guarantee the accuracy of the information contained in this web site. The information is of a general nature and should not be construed as investment advice.

West Branch Capital will provide all prospective clients with a copy of our current Form ADV Part 2 and Form ADV Part 3 prior to commencing an Advisory relationship.

If you have any questions regarding Compliance and Regulatory information, please contact us.

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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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Good things come to those who plan for them

Download our free 104(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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We're here to help.

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

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