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West Branch Capital LLC logo — Independent fee-only, SEC Registered Investment Advisers

West Branch Capital LLC

Independent fee-only, SEC Registered Investment Advisers

Founded 2004 United States Amherst, United States 9 employees Finance, Financial Services

General Information

Company Name West Branch Capital LLC
Founded Year 2004
Location United States Amherst, United States +4
Employees 9
Industries Finance, Financial Services
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About West Branch Capital LLC

**West Branch Capital LLC** is an independent fee-only, SEC registered Investment Adviser providing holistic Wealth Management Services, Investment Management, Financial Planning, Estate Planning, and Tax Strategies. Founded in **2004**, it operates as a fiduciary, prioritizing clients' needs. The firm's core investment team boasts over **100 years** of collective investment management experience, offering a diverse range of investment strategies, including Growth, Value, Balanced, Fixed Income, and Dynamic Asset Allocation. **West Branch Capital** also specializes in crafting sophisticated financial plans tailored to clients' current and future needs, addressing various aspects of their financial lives, such as estate planning, insurance, and retirement needs. With offices in **Amherst, Hingham, and Hyannis, Massachusetts**, and **Williamsville, New York**, the company is well-positioned to serve clients regionally. For more information, visit their website at www.westbranchcapital.com.

Taxonomy: Wealth Management Services, Investment Management, Financial Planning, Estate Planning, Tax Strategies, Registered Investment Adviser, Holistic Financial Services, Asset Allocation, Fee-Only Services, Fiduciary Capacity, Financial Advisory, Estate Management, Tax Planning, Insurance Planning

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West Branch Capital LLC Alternatives & Competitors

West Branch Capital LLC vs
Callahan Financial Planning
Callahan Financial Planning United States

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Series A
4 employees
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West Branch Capital LLC vs
Journey Advisory Group, LLC
Journey Advisory Group, LLC United States

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West Branch Capital LLC vs
Legacy Planning Partners
Legacy Planning Partners United States

Power of Collaboration

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FAQ About West Branch Capital LLC

Independent fee-only, SEC Registered Investment Advisers
West Branch Capital LLC was founded in 2004.
West Branch Capital LLC is headquartered in Amherst, United States.
West Branch Capital LLC operates in the following industries: Finance, Financial Services.
West Branch Capital LLC has approximately 9 employees.
Top alternatives and competitors to West Branch Capital LLC include Callahan Financial Planning, Journey Advisory Group, LLC, Legacy Planning Partners, Sebold Capital Management, Inc., Bluerock Wealth Management LLC. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
West Branch Capital LLC and Callahan Financial Planning are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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