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Your Independent Solution

Proactively Reduce Taxes | Manage Investments | Coordinate Your Estate


 

 

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Fee-Only Fiduciary Wealth Management

We provide financial planning and fiduciary investment services for individuals, families, and private foundations in Traverse City and throughout Michigan. Our approach coordinates your entire financial picture including taxes, estate planning, and investment management. We limit the number of clients to provide quality counsel and personalized wealth management solutions.


discover black walnut wealth management

Discover

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

plan black walnut wealth management

Plan

We devise a plan to proactively reduce taxes, manage investments, and coordinate your estate.

protect black walnut wealth management

Protect

Reduce your risk and avoid costly financial mistakes.

live black walnut wealth management

Live

Enjoy financial independence. 



We Do More So You Can Worry Less

Work with a fee-only fiduciary financial advisor committed to your financial well-being. We understand your concerns such as selling a business, maximizing Social Security and retirement benefits, and proactive tax planning.  



Get Started

Hiring us frees up your time to spend how you choose.

 

START BY SCHEDULING A 15-MINUTE CALL




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