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Your Independent Solution

Minimize Taxes | Manage Investments | Coordinate Your Estate


 

 

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Fee-Only Fiduciary Wealth Management

Black Walnut Wealth Management provides financial counsel and fiduciary investment services to individuals, families, and private foundations primarily throughout the Northern Michigan region. Our approach takes your entire financial picture into consideration, including taxes, estate planning, and legacy planning. We limit the number of clients we work with to provide quality counsel and custom wealth management solutions.


discover black walnut wealth management

Discover

Discover what you need to do to live and retire well. See a simple, complete, and cohesive picture of your current and projected future financials.

plan black walnut wealth management

Plan

From estate and tax planning to investment management and overall consulting, we devise a plan that considers every aspect of your financial picture.

protect black walnut wealth management

Protect

A huge part of making the right financial decisions is closing the gaps that leave you vulnerable to financial harm.

live black walnut wealth management

Live

Once you’ve planned and prepared for financial independence, you can live freely, knowing that your advisor is making the right moves.



We Do More So You Can Worry Less

Work with a fiduciary financial advisor committed to your financial well-being. We understand the concerns that come from complex financial situations like owning or selling a business and coordinating Social Security, retirement benefits, and tax planning. 

We recognize that your time is valuable and decisions can become complex. That’s why clients hire us. We do more so you can worry less, like coordinating with your CPA, legal team, and insurance agents, all while managing your investments.



Get Started

Hiring us frees up your time to spend how you choose, whether that is with family and friends, traveling, or enjoying whatever passion you want to pursue.

 

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.