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Get Organized | Avoid Financial Mistakes | Live Confidently in Retirement

Is our firm a fit for you?

We limit the number of clients we work with to provide quality counsel and personalized wealth management solutions.  

We work with clients who:

Prefer a coordinated approach to managing tax, legal, and estate challenges, and value a professional partner to assist in navigating the process

Are looking for a long-term partnership with a professional team that provides more than investment management

Have at least $1 million in investable assets (though we occasionally work with clients who have less if we feel their values align with ours)

Value a trusted advisor who can take care of their families throughout multiple generations

Prefer to delegate the role of financial management to an experienced advisor, so they can enjoy life and focus on doing what is most meaningful

 If the above sounds like you, we would love to connect.

SCHEDULE AN Introductory call


Call 231.421.7711

Black Walnut Wealth Management 
13919 S W Bay Shore Drive, Suite 106
Traverse City, MI 49684
Phone: 231.421.7711
Fax: 231.421.7760