Sunnybranch Wealth LLC
I started Sunnybranch to fill a much-needed gap in the wealth management space. Although “impact investing,” “socially-responsible investing,'' and “ESG” are popular buzzwords, Sunnybranch takes a deep dive into what impact means to you.
Sunnybranch is an independent, fee-only firm that works with clients who want to deepen their impact in the world through every aspect of their finances - from financial planning to investments and charitable giving. My work is grounded in a deep consideration of equity issues and a firm commitment to progressive causes. I’m eager to serve individuals and families who want to be part of shaping a better world for all.