A complete list of active advisors currently associated with West Branch Capital LLC
Warmer can help you find a great advisor at West Branch Capital LLC or one who fits your needs even better.
West Branch Capital provides discretionary portfolio management and financial planning to individuals, high‑net‑worth clients, trusts, estates, corporations and other businesses. The firm constructs portfolios using individual equities, fixed income, mutual funds, ETFs and options, and it offers planning across retirement, education, estate and related topics. The firm’s investment approach is primarily long‑term and uses both fundamental and technical analysis, while retaining the flexibility to trade more actively for rebalancing or in response to market conditions. West Branch’s brochure discloses use of margin, leverage and options strategies (including covered‑call writing) where authorized, and it states accounts are monitored continuously with at least annual formal reviews. What distinguishes West Branch from many peers is its scale and legacy arrangements: the brochure reports $690,090,610 in assets under management and notes the firm maintains performance‑based fee arrangements with three existing qualified clients while no longer offering such arrangements to new clients. The brochure also discloses a willingness, in select cases, to pay third‑party estate‑planning legal fees for clients, directs clients to third‑party sources such as the SEC’s Investment Adviser Public Disclosure site for additional information, and states that proxy voting is left to clients rather than handled by the firm.
To learn more about the advisors currently working at West Branch Capital LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Amherst, MA
| 22
| |
Amherst, MA
| 23
| |
Amherst, MA
| 21
| |
Amherst, MA
| 11
|
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