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West Branch Capital, founded in 2004, is an independent, minority-owned, fee-only Registered Investment Adviser located in Hyannis, MA. The firm specializes in holistic wealth management services, including investment management, financial planning, estate planning, and tax strategies, always acting in the best interest of its clients as fiduciaries.
With a commitment to transparency and integrity, West Branch Capital serves a diverse clientele that includes professors, artists, business owners, and multigenerational families. The firm's tailored financial planning services are designed to address both current and future financial needs, ensuring personalized strategies that support clients' unique goals and aspirations.
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