The Story Behind Black Walnut Wealth Management
Black Walnut Wealth Management gets its name from my late grandfather. He was a successful businessman who owned many lumber companies here in Michigan back in the 40's and 50's. Of all the woods that exist, Black Walnut was always his favorite. It’s hard, heavy, and resilient. It resists warping and decay, while being incredibly easy to work with.
As I followed in his footsteps to launch my own business, Black Walnut represents qualities of the financial services clients should expect from my firm and me. Financial services that are rooted in hard facts and sound reasoning, account for the heavy weight financial decisions carry over a lifetime, and resilient against market fluctuations and life transitions alike.
For as long as I can remember, I have always wanted to run my own business. You could say that my love of the financial industry began when I was around 14 years of age when I took almost all the money I had earned that summer (around $1,100) and invested it into a single stock that went from $1 a share to $60 a share relatively quickly. As you probably guessed, I didn’t sell my first investment at that $60 price. I became attached to the stock and didn’t want to pay any taxes on the gains. Inevitably, the stock price dropped. While I still came out ahead by selling portions along the way, the lessons learned ignited the curiosity and passion in finance that ultimately resulted in Black Walnut Wealth Management.
Enjoy Life, Worry Less
Black Walnut Wealth Management works with individuals, families, and private foundations primarily throughout the Traverse City and Northern Michigan region. Our team at Black Walnut helps reduce the stress and worry of managing your investments and financial matters. We pour over the details, so you don't have to. Hiring us to coordinate your financial picture and professionally manage your investments frees up your time to spend how you choose—whether that is with family, friends, traveling, or whatever your passion may be. We look to build meaningful, long-term relationships that span generations. We coordinate with CPA's, attorneys, and insurance agents while managing your investments. If you do not have the time, inclination or are uncomfortable navigating through accounting firms, law firms, insurance agencies, banking institutions, and investment management solutions to find what is right for you, then we are here to help. We are a truly independent firm committed to exceptional client communication with honest and independent advice.
Our mission is to coordinate all critical aspects of your financial picture so you can enjoy life. Financial planning and management can be complex – and we are here to simplify. Our services are tailored to your financial picture—these range from advising on large purchases, budget and planning to investment management and strategies for tax planning and savings. We are focused on growing and preserving your wealth with a thorough, but common sense approach. The team at Black Walnut Wealth Management keeps your interests and financial goals our top priority which is why we provide all clients with independent, objective and unbiased counsel.