Sunnybranch Wealth
金融服务
Portland，Oregon 37 位关注者
An independent advisory firm helping individuals and families use their wealth to deepen their impact in the world.
关于我们
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. I believe the privilege of holding wealth confers a responsibility to give back and an obligation to investigate how we can create meaningful change in the world. I founded Sunnybranch based on this principle, with the goal to help individuals and families plan for the future, grow their wealth, and become agents of change through impact investing and philanthropic giving.
- 网站
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https://www.sunnybranchwealth.com
Sunnybranch Wealth的外部链接
- 所属行业
- 金融服务
- 规模
- 1 人
- 总部
- Portland，Oregon
- 类型
- 私人持股
- 创立
- 2022
- 领域
- Philanthropy、Investment Managment、Financial Planning、Wealth Management和Impact Investing
地点
-
主要
获取路线
US，Oregon，Portland