A complete list of active advisors currently associated with Sunnybranch Wealth LLC
Warmer can help you find a great advisor at Sunnybranch Wealth LLC or one who fits your needs even better.
Sunnybranch Wealth LLC provides fee-only advisory services to individual clients, including high net worth households, offering wealth management, investment management, and financial planning as well as educational workshops and seminars for individuals and organizations. Wealth management is structured for clients with at least $3,000,000 of investable assets while investment management and standalone planning are available for those below that threshold. The firm is fee-only and typically charges percentage-of-assets fees; it tailors strategies through a structured data-gathering process and implements asset allocation grounded in Modern Portfolio Theory, combining passive and active funds and accommodating ESG or values-based preferences on request. Accounts are generally managed on a discretionary basis with at least quarterly reviews and rebalancing, and the firm may recommend or coordinate with third-party Outside Managers for portions of client portfolios. Noteworthy distinctions include the addition of educational workshops and seminars as a formal service line and an explicit focus on philanthropic advising, intergenerational wealth transfer, and family governance, supported by advanced philanthropic credentials. The firm provides ongoing financial planning at no additional charge for wealth management clients and discloses an affiliated philanthropic advisory entity that clients may engage for additional compensation, a relationship the firm highlights for transparency.
To learn more about the advisors currently working at Sunnybranch Wealth LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Portland, OR
| 3
| |
Portland, OR
| 7
|
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