A New Model to Plan for the Future
Financial advice for inheritors, built on four generations of experience
A Financial Advisor for Your Inheritance
When you’re grieving the loss of a loved one, you need to do less, not more.
You may be wondering what to do with a large cash inheritance, or you may have inherited a tangle of assets including:
Irrevocable Trusts
S Corps, LLCs, and C Corps
Investment Real Estate
Private Equity and other Illiquid Assets
You need someone to provide advice and guidance on making the most of an inheritance, someone who has been through this before and knows what to look out for.
I’m a financial advisor for inheritors and an inheritor myself.
Whatever you’re going through, I have the personal and professional expertise you need.
I built Sunnybranch to support current and future inheritors as they navigate the inheritance process, manage their finances, meet their goals, and use their inherited wealth to make an impact.
Together we can build a plan to understand your inheritance and align new wealth with your values and long-term goals.
Wealth management for inheritors - before you inherit.
The best way to know what to do with inheritance money? Have a plan in place before your loved one passes away.
I am passionate about working with younger inheritors who expect to inherit significant wealth in the future. I’ll help you manage your current financial life, plan around your future inheritance, and engage your parents in estate planning and end-of-life discussions.
Built on a Legacy of Multi-Generational Giving
Sunnybranch was founded in 2022, but the seed was planted over 100 years ago by Anne Belcher, my great-grandmother.
As one of the first women to graduate from Weill Cornell Medical School in 1920, Anne was a trailblazer for the equal treatment of women. She ran her own medical practice until the age of 95, with a firm hand and a knowledgeable, patient-centered approach.
Anne began our family tradition of giving back. My grandmother was a passionate philanthropist who made a lifelong commitment to fundraising for some of the largest organizations in Seattle and Washington state. Her example is the greatest inspiration behind my passion to promote a new model for wealth management that focuses on building a more just and equitable world.
Sunnybranch was the name of my grandmother’s home and our family gathering place on Bainbridge Island, outside Seattle.
Hi, I’m Katherine
CERTIFIED FINANCIAL PLANNER™,
Chartered Advisor in Philanthropy®,
Financial Advisor For Inheritance
I’ve always loved talking about money.
At a young age, I started learning about investing, saving, and how to build and maintain wealth. As my knowledge grew, so did my passion for sharing financial concepts with others in a simple and relatable way.
It was natural for me to end up in the wealth management industry, helping people define and meet their financial goals as an Investment Advisor, Chartered Advisor in Philanthropy®, and CERTIFIED FINANCIAL PLANNER™ .
While this work was rewarding, I wanted to offer people a chance to reach their financial goals while creating meaning and purpose with their wealth.
Giving back to my community has been a long-standing pillar of my life.
As a fourth-generation member of a philanthropic family that successfully passed wealth and values down across generations, 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, to help inheritors define their own legacy, plan for the future, grow their wealth, and become agents of change through comprehensive financial planning, impact investing, and philanthropic 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.
What Questions Should You Ask a Financial Advisor?
It takes a lot of work to find an advisor who is a good fit. During the search, it’s essential to ask the right questions to get all the information you need.
Watch my video to learn the 10 Questions you should be asking ALL potential financial advisors and see how I answer those questions for Sunnybranch clients.
Plan for Your Inheritance
Learn how a financial advisor for inheritance can help you.
I’m a financial planner who puts your priorities first.
As a fiduciary, fee-only financial planner I always put your priorities front and center.
Working with Sunnybranch, you can expect to discuss and examine every area of your wealth and family finances. I work with inheritors and future inheritors, but our work together may not start or end with an inheritance.
Together, we use your goals to build a customized inheritance or financial plan based on your hopes, dreams, and worries.
Professional Affiliates
