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West Branch Capital LLC Employee Directory

Investment ManagementMassachusetts, United States11-50 Employees

West Branch Capital LLC is an independent, fee-only, SEC-registered investment adviser founded in 2004 that operates under a fiduciary standard. The firm is based in Amherst, Massachusetts, with offices in Hingham and Hyannis, Massachusetts, and Williamsville, New York. Its in-house investment management covers a broad spectrum of strategies, including growth, value, balanced, fixed income (taxable and tax-free), and dynamic asset allocation. 

The company provides comprehensive financial planning alongside investment management, estate planning, and tax strategies, with planning designed to address both current and future needs such as education funding and retirement. Its client base includes individuals and families seeking integrated oversight of their financial life, delivered by a small to mid-sized advisory focused on independence and fiduciary duty within the investment management industry.

Find West Branch Capital LLC employees' phone numbers or email addresses

West Branch Capital LLC Global Highlights

Location
Employees

North America
12

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  • United States Of America
    12

West Branch Capital LLC's Leadership

  • Stylized image of a person
    H. S.
    Principal And Founder
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. D.
    Managing Director And Personal Risk Management Specialist
    Phone icon
    Mobile Phone

West Branch Capital LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from West Branch Capital LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    H. S.
    Principal And Founder
    Phone icon
    Mobile Phone
    Oct 16, 2024
  • Stylized image of a person
    M. D.
    Managing Director And Personal Risk Management Specialist
    Phone icon
    Mobile Phone
    Oct 16, 2024

Frequently Asked Questions

What is West Branch Capital LLC known for?

Minus sign iconPlus sign iconWest Branch Capital LLC was founded in 2004 operates in the Investment Management industry; you can contact the main corporate office by phone at
+1-781-556-****
. Explore West Branch Capital LLC's company overview page for more information.

What is West Branch Capital LLC's most common email format?

Minus sign iconPlus sign iconWest Branch Capital LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more West Branch Capital LLC email formats with LeadIQ.

How many employees does West Branch Capital LLC have currently?

Minus sign iconPlus sign iconWest Branch Capital LLC has approximately 11 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are West Branch Capital LLC's key employees and leadership?

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As of July 2026, West Branch Capital LLC's key employees include:

  • Principal And Founder: H. S.
  • Managing Director And Personal Risk Management Specialist: M. D.

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