Joan Long's Contact Details

Joan Long's Company Details

West Branch Capital LLC

Hingham, MA, US • 20 - 49 Employees
Investment Bank/Securities Brokerage

West Branch Capital LLC is a Registered Investment Adviser offering investment management services to help investors preserve and grow their wealth. As fiduciaries, we are committed to maintaining a culture of integrity that permeates everything we do. We pride ourselves on offering independent, objective money management services and providing complete transparency to our clients in the management of their assets. We understand the high degree of trust placed in us by our clients and we work tirelessly to preserve it.Founded in 2004, West Branch Capital is an independently-owned, fee-only Registered Investment Adviser. Our core investment team collectively represents over 100 years of investment management experience. Our in-house investment management covers a broad spectrum of investment strategies, including Growth, Value, Balanced, Fixed Income (both taxable and tax-free), and Dynamic Asset Allocation.We also offer sophisticated financial plans tailored to clients' current and future needs. Our planning process addresses virtually every aspect of a client's financial life including estate planning, insurance, college and retirement needs.www.westbranchcapital.comOffices in Amherst, Hingham, and Hyannis, Massachusetts, and Williamsville, New York