West Branch Capital
West Branch Capital, founded in 2004, is an independent, minority-owned, fee-only Registered Investment Adviser based in Buffalo, NY. The firm provides comprehensive wealth management services, including investment management, financial planning, estate planning, and tax strategies, while prioritizing the best interests of its clients as fiduciaries.
The team at West Branch Capital works with a diverse clientele, including professors, artists, and business owners, to create tailored portfolios that align with individual financial goals and risk tolerances. Committed to transparency and integrity, they ensure clients receive objective advice without conflicts of interest or sales commissions.
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