Success Stories

Happy couple, ocean adventure and together in yacht on holiday, relax on cruise date for retirement travel. Mature, woman and man on water boat for vacation with happiness, outdoor summer in Bali

Happy smiling mature older family couple new property buyers modern villa owners standing outside house, affectionate middle aged man and woman in love hugging outdoor. Portrait. Vacation home rentals

Happy Grandmother with her granddaughter working in the garden

Happiness is a long walk with a putter. two friends out playing golf together in their free time.

See How Our Solutions Have Made a Difference

Mature couple of retired lovers enjoying retirement on the beach facing the sea with mobile cell phone taking pictures at sunset. Couple happy true love in the nature

The above hypothetical example story is for illustrative purposes only and should not be construed as a recommendation.
It does not involve an actual client and may not be representative of your experience.

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financial life, offering a coordinated approach to help you
embark on your journey to financial confidence.

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

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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.

Success Stories

See How Our Solutions Have Made a Difference

How We Helped Jack and Christine in Retirement

How We Helped Mark Prepare for Retirement

How We Helped Tom and Mary Build Their Legacy

How We Helped Pam with the Loss of Her Husband

Take the Next Step

We're here to guide you through every aspect of your financial life, offering a coordinated approach to help you embark on your journey to financial confidence.

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

How We Helped Jack and
Christine in Retirement

How We Helped Mark Prepare
for Retirement

How We Helped Tom and Mary
Build Their Legacy

How We Helped Pam with the
Loss of Her Husband

We're here to guide you through every aspect of your
financial life, offering a coordinated approach to help you
embark on your journey to financial confidence.