Building Your Financial Compass

Video Disclosures for "Building Your Financial Compass"

West Branch Capital (WBC) is a fee-only, investment adviser firm registered with the U.S. Securities and Exchange Commission (SEC). Committed to providing comprehensive financial planning and investment management services, they prioritize their clients' best interests by acting as a fiduciary, offering transparent advice and personalized strategies for long-term financial wellness. Learn more at: https://www.westbranchcapital.com/

Registration of an investment adviser does not imply any specific level of skill or training. Additional information about WBC is available on the SEC’s website at https://adviserinfo.sec.gov/.

Free and simple tools are available to research firms and financial professionals at https://www.investor.gov/CRS, which also provides educational materials about investment advisers, broker-dealers and investing.



WBC paid to participate in this pre-recorded infomercial. Individuals shown are actors and not WBC clients; they are not promoters of WBC services. Financial planning and investment strategies have the potential for loss. Investing involves risk including complete loss of principal amount invested. WBC offers no guarantees or promises of success. You should not make personal financial, or investment decisions based solely upon the information presented in this show. Information presented is not a substitute for or the same as a consultation with an investment adviser in a one-on-one context whereby all the facts of the attendee’s situation can be considered in its entirety and the investment adviser can provide individualized investment advice or a customized financial plan.