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Complete Wealth Management

Reduce Taxes | Manage Investments | Simplify Retirement



Fee-Only Fiduciary Wealth Management

For individuals, families, and private foundations in Traverse city and throughout Michigan. We coordinate your entire financial picture including taxes, estate planning, and investment management.


discover black walnut wealth management


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

plan black walnut wealth management


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

protect black walnut wealth management


Reduce your risk and avoid costly financial mistakes.

live black walnut wealth management


Enjoy financial independence. 

We Do More So You Worry Less

Work with a fee-only fiduciary financial advisor committed to your financial well-being. We understand your concerns such as selling your business, generating consistent income, reducing taxes, managing your investments, coordinating your estate, and maximizing retirement benefits such as Social Security.

Contact Us

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



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