Sunnybranch Wealth LLC
Growing up wealthy doesn't mean you understand money.
It does mean most people can't understand your money worries.
Getting an inheritance can be a confusing and emotional process.
You need to become a technical expert overnight while you’re navigating grief and family dynamics after the loss of a loved one.
Make your life easier by working with an advisor to navigate a current or future inheritance.
Sunnybranch is for anyone who doesn’t love the feel of the traditional financial advice industry.
You might want to give all your money away or build a legacy that doesn’t involve a partner or children.
Maybe you’re just tired of men telling you what to do with your money and you want to work with someone who treats you as an equal, not a child.
However you show up, we’ll help you build your plan to manage, grow, and do good with your inheritance.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.