Hey, I’m Katherine!

I’m a CFP® and wealth manager for Millennial & GenZ inheritors.

Want to know more?

Process & Pricing

Download my FREE Guides for Inheritors

Heir Necessities Podcast

Visit Sunnybranchwealth.com

Schedule a FREE Call

Learn More About Me

Check Out the Blog

CONNECT

RESOURCES

LEARN

hello@sunnybranchwealth.com

503-214-2281

©2022-2026 Sunnybranch Wealth, LLC. All Rights Reserved.

Sunnybranch Wealth, LLC is a registered investment adviser in the state of Oregon., the state of California, and the state of Washington. The adviser may not transact business in states where it is not appropriately registered or exempt from registration. Individualized responses to persons that involve either the effecting of transactions in securities or the rendering of personalized investment advice for compensation will not be made without registration or exemption.