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Black Walnut Wealth Management

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Seeking individuals who want to make a difference, expand their knowledge and capabilities, and contribute to a growing business.

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Client Service Associate

Get in touch with us:
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 Black Walnut Wealth Management's Form CRS (Client Relationship Summary) and here for Black Walnut Wealth Management's ADV Firm Brochure. Click here for the ADV 2B. 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.

Advisory Services provided through Black Walnut Wealth Management, an SEC-registered investment advisor.

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.

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