Black Walnut Wealth Management

www.blackwalnutwm.com

Black Walnut Wealth Management provides independent financial counsel and fiduciary investment services to individuals, families, and private foundations primarily throughout the Traverse City and Northern Michigan region. We look to build meaningful, long-term relationships that span generations. Hiring us to coordinate your financial affairs 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. Its Founder and CFO, Erickson Braund, is a Certified Financial Planner™ Professional and Chartered Retirement Planning Counselor™ with over 20 years of experience helping high net-worth individuals and families. To learn more about Black Walnut, please visit https://blackwalnutwm.com/ --- All investment advisory services are offered through Dynamic Wealth Advisors.

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Black Walnut Wealth Management provides independent financial counsel and fiduciary investment services to individuals, families, and private foundations primarily throughout the Traverse City and Northern Michigan region. We look to build meaningful, long-term relationships that span generations. Hiring us to coordinate your financial affairs 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. Its Founder and CFO, Erickson Braund, is a Certified Financial Planner™ Professional and Chartered Retirement Planning Counselor™ with over 20 years of experience helping high net-worth individuals and families. To learn more about Black Walnut, please visit https://blackwalnutwm.com/ --- All investment advisory services are offered through Dynamic Wealth Advisors.

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Country

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State

Michigan

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City (Headquarters)

Traverse City

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Employees

1-10

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Founded

2017

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Potential Decision Makers

  • Founder and Chief Financial Officer

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  • Operations Supervisor

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    Phone (***) ****-****
  • Office Manager

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    Phone (***) ****-****

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