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231.421.7711

Black Walnut Wealth Management

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    • Wealth Management Services
    • Retirement Planning
    • Tax Planning
    • Investment Management
    • Financial Strategy
    • Insurance Review
    • Estate Planning and Trust Services
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Coordinated
Wealth Management

  • Reduce Taxes
  • Manage Investments
  • Simplify Retirement

It’s Time to Sit Back, Relax,
and Enjoy Your Life

We handle the details, so you don’t have to.

We Work Best With Clients Who:

Want a coordinated approach to managing tax, legal, and estate challenges and value a trusted partner to navigate the process.

Prefer to delegate the role of financial management to an experienced advisor, so you can focus on activities you enjoy.

Have at least $1 million in investable assets (though we occasionally work with clients who have less).

Who We Are

Feel comfortable knowing you have a dedicated
team to guide you through life’s transitions and
answer your questions along the way.

  • Experienced team members with diverse knowledge across the financial landscape, including accounting, banking, and investment management. Additionally, all of our Wealth Management Advisors are Certified Financial Planner® professionals.
  • Coordinated solutions focused on everything from taxes to investments and estate planning
  • Proactive, communicative approach to keep you on track and in-the-know

Learn More About Us

Services to Coordinate Your Wealth

Fee-only fiduciary wealth management for individuals and families
in Traverse City, throughout Michigan, and across other states.

Simplify Your
Retirement

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Reduce
Your Taxes

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Optimize Your
Finances

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Manage Your
Investments

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Review Your
Insurance

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Organize
Your Estate

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Explore Our Services

Enjoy the Benefits of a
Simplified Approach

Complete Wealth Management

Discover

Learn how to simplify your
financial picture with
a coordinated approach.

Optimize

Proactively reduce your taxes,
manage your investments, and
coordinate your estate.

Protect

Reduce your risk and
avoiding costly financial
mistakes.

Live

Spend more time doing what you
love with those you love, and
enjoy your financial independence

Featured In

Forbes
UpNorthLive
Traverse
The TCBN
Advisors Magazine

Black Walnut Wealth Management was featured in the above-referenced publications. Being included in these publications does not guarantee future investment success and should not be construed as a current or past endorsement or testimonial for Black Walnut Wealth Management by this publication. These publications do not suggest that any of his clients or prospective client will experience a higher level of investment performance.

We Do More So You Worry Less

Work with a fee-only fiduciary financial advisor
committed to your financial well-being

From generating consistent income, reducing taxes, managing your
investments, coordinating your estate, and maximizing retirement benefits,
we understand you have a lot to juggle. We are here to help.

Schedule a 15-minute call

Black Walnut Wealth Management: Site Footer Logo

Get in touch with us
13919 S W Bay Shore Drive,
Suite 104
Traverse City, MI 49684
Call us: 231.421.7711
Fax: 231.421.7760
Info@BlackWalnutWM.com

ADV
Privacy Policy
Disclaimer
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Click here for Dynamic’s Form CRS (Client Relationship Summary) and here for Dynamic’s ADV Firm Brochure.  For additional information click here.

Important disclosures

Black Walnut Wealth Management  is a fee-only firm that provides fiduciary investment services.  We are a  financial planning, financial services, and financial advisory firm that proudly serves Traverse City and the Northern Michigan area near you including Beulah, Cadillac, Charlevoix, Elk Rapids, Frankfort, Gaylord, Glen Arbor, Grand Traverse, Leland, Ludington, Manistee, Petoskey, Suttons Bay, Marquette and Iron Mountain.

The CERTIFIED FINANCIAL PLANNER™, CFP®are professional certification marks granted in the United States by Certified Financial Planner Board of Standards, Inc. (“CFP Board”).
The CFP® certification is a voluntary certification; no federal or state law or regulation requires financial planners to hold a CFP® certification. It is recognized in the United States and a number of other countries for its (1) high standard of professional education; (2) stringent code of conduct and standards of practice; and (3) ethical requirements that govern professional engagements with clients.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

The material in the website has been distributed for informational purposes only. The material contained in this website is not a solicitation to purchase or sell any security or offer of investment advice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. Past performance is not a guarantee or a reliable indicator of future results.Investing in the markets is subject to certain risks including market, interest rate, issuer, credit and inflation risk; investments may be worth more or less than the original cost when redeemed. No part of this website may be reproduced in any form, or referred to in any other publication, without express written permission.

Eric Braund is an Investment Advisor Representative with Dynamic Wealth Advisors dba Black Walnut Wealth Management. All investment advisory services are offered through Dynamic Wealth Advisors. A copy of Dynamic Wealth Advisors’ ADV Part 2A Firm Brochure is available upon written request and can also be found on the Securities and Exchange Commission website at https://adviserinfo.sec.gov/firm/summary/151367 by searching under crd #151367.

Black Walnut Wealth Advisors provides links for your convenience to websites produced by other providers or industry related material. Accessing websites through links directs you away from our website. Black Walnut Wealth Management is not responsible for errors or omissions in the material on third party websites, and does not necessarily approve of or endorse the information provided. Users who gain access to third party websites may be subject to the copyright and other restrictions on use imposed by those providers and assume responsibility and risk from use of those websites.

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