Who We Help
Happy couple, ocean adventure and together in yacht on holiday, relax on cruise date for retirement travel. Mature, woman and man on water boat for vacation with happiness, outdoor summer in Bali
Happy smiling mature older family couple new property buyers modern villa owners standing outside house, affectionate middle aged man and woman in love hugging outdoor. Portrait. Vacation home rentals
Happy Grandmother with her granddaughter working in the garden
Happiness is a long walk with a putter. two friends out playing golf together in their free time.
Enjoy Life and Focus on What
Matters Most to You
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, valuing a trusted advisor who can support your family across multiple generations
- Seek a long-term partnership with a professional team that offers comprehensive services beyond investment management
- Have at least $1 million in investable assets, though we occasionally work with clients with less
- Value delegating financial management to an experienced advisor, allowing you to focus on what is most meaningful in life
If the above sounds like you, we would love to connect.
A Simple Process To Provide You
With Clarity and Confidence
1
Schedule a 15-minute
Introductory Call
You have questions and we do
too, this is a brief call to see if an
in-person meeting makes sense.
2
In-Person
Discovery Meeting
We take the time to learn more about you—
both personally and financially. We ask a lot of
questions because we genuinely want to
understand your circumstances and needs.
3
Review Findings
After reviewing your financial picture,
we’ll offer guidance and suggestions on
how to improve your financial situation
and potentially save money.
Welcome to Black Walnut Wealth Management!
Commonly Asked Questions
Fee-only advisors only receive compensation from the fees their clients pay them. These fees are typically a percentage of the assets under management (AUM).
Fee-based advisors receive compensation from client fees, as well as commissions or brokerage fees from selling products to their clients.
We are Fee-only. Our fees are transparent and billed quarterly based on the assets we manage. For example, if you have 1 million in assets under our management, your fee is 1%. Your rate is reduced as your portfolio size increases.
We are independent and work with a number of custodians, including Fidelity and Schwab.
When you first become a client, we meet often, typically quarterly the first year. After the first year we meet based on your personal financial needs with a minimum of one meeting per year. We proactively communicate between meetings and throughout the year by phone and email.
Yes, we regularly collaborate with your attorney and accountant to ensure a coordinated and comprehensive approach, helping you streamline decision-making and maximize your financial outcomes.
Work with a firm that provides
complete wealth management
You want to enjoy life and focus on what matters most to you. We’re here
to help make that happen with a personalized, coordinated approach.
We Work Best With Clients Who:
Want a coordinated approach to managing tax, legal, and estate challenges and value a trusted partner to navigate the process.
Prefer to delegate the role of financial management to an experienced advisor, so you can focus on activities you enjoy.
Have at least $1 million in investable assets (though we occasionally work with clients who have less).