West Branch Capital LLC Email Format

Investment ManagementMassachusetts, United States11-50 Employees

West Branch Capital LLC is an independent, fee-only, SEC-registered investment adviser founded in 2004 that operates under a fiduciary standard. The firm is based in Amherst, Massachusetts, with offices in Hingham and Hyannis, Massachusetts, and Williamsville, New York. Its in-house investment management covers a broad spectrum of strategies, including growth, value, balanced, fixed income (taxable and tax-free), and dynamic asset allocation. 

The company provides comprehensive financial planning alongside investment management, estate planning, and tax strategies, with planning designed to address both current and future needs such as education funding and retirement. Its client base includes individuals and families seeking integrated oversight of their financial life, delivered by a small to mid-sized advisory focused on independence and fiduciary duty within the investment management industry.

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