West Branch Capital LLC Employee Directory

Q: What is West Branch Capital LLC known for?

West Branch Capital LLC was founded in 2004. West Branch Capital LLC operates in the Investment Management industry.

Q: How many employees does West Branch Capital LLC have currently?

West Branch Capital LLC has approximately 10 employees.

Investment ManagementMassachusetts, United States2-10 Employees

West Branch Capital is an independent fee-only, SEC registered Investment Adviser acting in a fiduciary capacity providing holistic Wealth Management Services, Investment Management, Financial Planning, Estate Planning and Tax Strategies.

Founded in 2004, West Branch Capital is an independently-owned, fee-only Registered Investment Adviser.  Our core investment team collectively represents over 100 years of investment management experience.  Our in-house investment management covers a broad spectrum of investment strategies, including Growth, Value, Balanced, Fixed Income (both taxable and tax-free), and Dynamic Asset Allocation.

We also offer sophisticated financial plans tailored to clients’ current and future needs.  Our planning process addresses virtually every aspect of a client’s financial life including estate planning, insurance, college and retirement needs.

www.westbranchcapital.com

Offices in Amherst, Hingham, and Hyannis, Massachusetts, and Williamsville, New York

Find West Branch Capital LLC employees' phone numbers or email addresses

West Branch Capital LLC Global Highlights

North America
12

United States Of America
12

West Branch Capital LLC's Leadership

P. W.
Chief Investment Officer
Mobile Phone
Email
A. M.
Founder
Mobile Phone
Email
H. S.
Principal And Founder
Mobile Phone
Email
G. R.
Director Of Operations
Mobile Phone
Email
C. S.
Director Of Operations
Mobile Phone
Email
J. H.
Managing Director
Mobile Phone
Email
W. G. S.
Managing Director
Mobile Phone
Email
D. D.
Managing Director
Mobile Phone
Email

Contact profiles from West Branch Capital LLC

Name

Title

Contact Info

Location

Last Update

A. M.
Founder
Mobile Phone
Email
United StatesMassachusetts
Oct 23, 2025
H. S.
Principal And Founder
Mobile Phone
Email
Oct 16, 2024
P. W.
Chief Investment Officer
Mobile Phone
Email
United StatesNew Hampshire
Apr 24, 2025
G. R.
Director Of Operations
Mobile Phone
Email
United StatesMassachusetts
Oct 30, 2025
C. S.
Director Of Operations
Mobile Phone
Email
United StatesMassachusetts
Aug 07, 2025
J. H.
Managing Director
Mobile Phone
Email
United StatesMassachusetts
Oct 17, 2025
W. G. S.
Managing Director
Mobile Phone
Email
United StatesMassachusetts
Oct 27, 2025
D. D.
Managing Director
Mobile Phone
Email
United StatesMassachusetts
Jul 26, 2024
M. D.
Managing Director And Personal Risk Management Specialist
Mobile Phone
Email
Oct 16, 2024
J. L.
Business Manager
Mobile Phone
Email
United StatesMassachusetts
Sep 08, 2025

Frequently Asked Questions

What is West Branch Capital LLC known for?

West Branch Capital LLC was founded in 2004 operates in the Investment Management industry. The company's main headquarters is located in 9 Research Drive, Suite 1; you can contact the main corporate office by phone at

+1-781-556-****

. Explore West Branch Capital LLC's company overview page for more information.

What is West Branch Capital LLC's most common email format?

West Branch Capital LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more West Branch Capital LLC email formats with LeadIQ.

How many employees does West Branch Capital LLC have currently?

West Branch Capital LLC has approximately 10 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are West Branch Capital LLC's key employees and leadership?

As of December 2025, West Branch Capital LLC's key employees include:

Chief Investment Officer: P. W.
Founder: A. M.
Principal And Founder: H. S.
Director Of Operations: G. R.
Director Of Operations: C. S.

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