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Independent fee-only, minority owned SEC Registered Investment Adviser
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.
Do You Need a Trust?
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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.