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.