Quick Links
Contact Us
Send a Message
Newsletter
Independent fee-only, minority owned SEC Registered Investment Adviser
Services
A full range of investment management services for individuals and institutions
Our Services
West Branch Capital offers a full range of investment management services for individuals and institutions. We manage equities, domestic fixed income (both taxable and tax-free), balanced portfolios, mutual funds, closed end funds, exchange-traded funds and similar vehicles.
Read more about our Investment Management and Financial Planning Services.
Who We Work With
Our clients are professors, artists, business owners, and multi-generational families. Whether you are just beginning to consider your financial future, or you have a solid retirement game plan, we can assist.
Investment Management
We will work with you to build a customized portfolio based on your individual investment goals, risk tolerance, and financial situation. The portfolio we build together will be focused on helping you to achieve your specific goals.
Financial Planning
Financial Planning is a service offered exclusively to investment management clients of West Branch Capital, and it is offered at no additional cost to the client. Plans are tailored to address current and future financial needs. Our comprehensive process takes into account the key areas of your financial life, including estate planning, insurance, college savings and retirement needs, culminating in a personalized financial plan to take you decades into the future. We can work in partnership with your attorney, accountant, insurance agent and other professionals in executing the plan. Let us know when you are ready to get started.
As always, contact our office if you have any questions.
Contact us today and stop worrying about your financial future
Important Links
Subscribe to our newsletter
Newsletter
Our Locations
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.