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