Sunnybranch Wealth LLC
Sunnybranch Wealth is a fee-only financial planning firm that specializes in helping current and future inheritors navigate their financial lives.
We work primarily with inheritors in their 20s to late 50s to help people like you build a plan for their inherited wealth, navigate family money conversations, align their investments with their values, and reconnect money and joy after the loss of a loved one.
Founded as a boutique practice for wealthy inheritors, Sunnybranch is your partner in taking ownership of your inheritance.
If you feel overwhelmed by guilt, fear, or uncertainty after receiving an inheritance, I'm here for you.
Services we offer:
- Wealth management (financial planning + investment management)
- Hourly engagements
We serve clients virtually in the United States from Portland, OR
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identifying a potential advisor for their review and consideration. The appearance of an
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no assurance that you will experience a certain level of results or satisfaction if you
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