![]() ![]() It is not intended to offer investment advice. This web site is intended to provide general information about West Branch Capital. ![]() West Branch Capital renders individualized responses to persons in a particular state only after complying with the states regulatory requirements, or pursuant to an applicable state exemption or exclusion. West Branch Capital will file and maintain all applicable licenses as required by the state securities boards and/or the Securities and Exchange Commission (SEC), as applicable. West Branch Capital provides asset management and related services for clients nationally and internationally. West Branch Capital LLC (West Branch Capital) is a Registered Investment Advisor, registered in the Commonwealth of Massachusetts. Financial planning-Our comprehensive planning process takes into account the key areas of your financial life including estate planning, insurance, college savings, retirement needs, and access to a secure portal to assist in tracking. The portfolio we build together will be focused on helping you to achieve your specific goals. Investment Management-We will work with you to build a customized portfolio based on your individual investment goals, risk tolerance, and financial situation. We manage equities, domestic fixed income (both taxable and tax-free), balanced portfolios, mutual funds, closed end funds, exchange-traded funds and similar vehicles. #UMASS AMHERST INTERVIEW EXCHANGE CLIENT LOGIN FULL#We offer a full range of investment management services for individuals and institutions. 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. For clients receiving Portfolio Management services, financial planning services are provided at no additional charge. Additionally, our financial planning services are provided in connection with or as part of our Portfolio Management services. Fee-Only advisers are compensated directly by clients to advise, implement, and manage assets, never accepting commissions and always disclosing potential conflicts of interest. "Fee-Only" is the most objective and transparent model of compensation. As a fee-only adviser, West Branch Capital does not sell any products or earn commissions, and we have a fiduciary responsibility to work in the best interests of our clients. Therefore, your actual fee schedule may be lower than the following.įees are charged as a percentage of assets under management on a quarterly basis, based on the client's Investment Advisory Agreement. Minimum Portfolio Size for New Managed Accounts:īecause our fees are negotiable, fee rates can vary from client to client. Video Conference, Our Offices, Via Email, Via Phone, Your Office, Your Home, Our Office Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Investment Advice
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