WEST BRANCH CAPITAL

Founded in 2004, West Branch Capital is an independent, minority owned, fee-only Registered Investment Adviser. As fiduciaries, we strive to conduct ourselves in a manner that is always in the best interests of our clients... 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... West Branch Capital offers a full range of investment management services for individuals, institutions and corporate retirement plan sponsors. We manage equities, domestic fixed income (both taxable and tax-free), balanced portfolios, mutual funds, closed end funds, exchange-traded funds and similar vehicles.

Primary location: Amherst United States