West Branch Capital LLC
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West Branch Capital LLC, based in Boston, MA, is an independent, fee-only, minority-owned SEC registered Investment Adviser that prioritizes acting in the best interests of its clients. Established in 2004, the firm provides a comprehensive suite of wealth management services, including investment management, financial planning, estate planning, and tax strategies.
The firm's team of fiduciary advisors is committed to transparency and integrity, ensuring that clients receive personalized investment solutions tailored to their unique financial goals. West Branch Capital serves a diverse clientele, including professors, artists, business owners, and multi-generational families, helping them navigate their financial futures with confidence.
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