Georgann Ramage Email

Director Operations . West Branch Capital

Current Roles

Employees:
10
Revenue:
$1.4M
About
West Branch Capital is an independent fee-only, SEC registered Investment Adviser acting in a fiduciary capacity providing holistic Wealth Management Services, Investment Management, Financial Planning, Estate Planning and Tax Strategies.\n\nFounded 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.\n\nWe 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.\n\nwww.westbranchcapital.com\n\nOffices in Amherst, Hingham, and Hyannis, Massachusetts, and Williamsville, New York
West Branch Capital Address

Amherst, MA
United States
West Branch Capital Email