Black Walnut Wealth Management works exclusively with individuals, families, and private foundations primarily throughout the Traverse City and Northern Michigan area. Our objective is to improve financial peace of mind for all our clients. This is done by managing a family’s entire financial profile by coordinating with CPA’s, attorneys and insurance agents. At Black Walnut Wealth Management, we understand that your investment portfolio means a lot more to you than just dollars and cents. It’s about your goals now and into the future for you and your family. Our team takes the “advisor” part of our financial advisor role very seriously. We treat each portfolio as if it were our own—with the care and attention it deserves and that’s what sets us apart from the rest of the pack.
Our mission is to coordinate your entire financial picture so you can enjoy life. Financial planning and management can be complex – and we are here to simplify. We understand each clients’ financial needs and establish a long-term relationship. Our services are shaped to each clients’ 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.