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About Us

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. 


Mission

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. Our services are tailored 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.