The Affluent Family Guide to Retirement
Practical, tax-smart retirement strategies for families with $1M+ in investable assets, in order to protect your wealth, preserve your legacy, and enjoy the retirement you’ve worked for.
Our exclusive guide uncovers strategies tailored to the needs of high net worth families in the Traverse City region, including:
- How to minimize taxes on investment income and distributions
- Strategies to preserve wealth across generations
- How to balance charitable giving and family goals
- What affluent families should know about Social Security and Medicare timing
Meet Eric Braund, CFP®, CRPC®
Eric is the Founder and Chief Financial Officer of Black Walnut Wealth Management. A Certified Financial Planner® professional and Chartered Retirement Planning Counselor®, he has spent more than 20 years guiding high-net-worth families in protecting and growing their wealth across generations.
A Northern Michigan native, Eric chose to build his career in Traverse City rather than the big financial hubs, and today he’s proud to serve clients throughout the region with independent, conflict-free advice. His diverse background — spanning regional brokerage firms, national banks, and accounting firms — equips him to deliver well-rounded financial leadership.
Beyond the office, Eric and his wife, Jodi, are raising their family in Traverse City and enjoy all the outdoor opportunities Northern Michigan offers, from skiing and biking, to time on the water.
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“Eric and the team at Black Walnut helped us feel confident and organized as we entered retirement.”
— Jack M.
This testimonial was provided by a current client. No compensation was provided. Client experiences may not be representative of all clients, and there is no guarantee of future performance or success. Ratings and reviews are provided via Google and are not controlled by Black Walnut Wealth Management. View all Google reviews
Rooted in Northern Michigan. Focused on Your Future.
At Black Walnut Wealth Management, we specialize in guiding families in Traverse City and across Northern Michigan through the complexities of retirement and legacy planning. Our tax-smart strategies help you keep more of what you’ve earned, while aligning your wealth with the future you envision for your family and community.
