Black Walnut Wealth Management - Traverse City Financial Advisor

Black Walnut Wealth Management - Traverse City Financial Advisor

Financial Services 13919 S West Bay Shore Dr 4 employees
Employees
4
Contacts
1
Emails
1
blackwalnutwm.com LinkedIn

Black Walnut Wealth Management - Traverse City Financial Advisor Overview

Headquarters
13919 S West Bay Shore Dr
Phone Number
Available in AeroLeads
Website
blackwalnutwm.com
Industry
Financial Services
Employees
4
Founded
2017
Funding
,
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
Keywords
Wealth Management Investment Management Financial Planning Financial Advising Tax Planning Estate Planning Insurance Consulting Wealth Services

About Black Walnut Wealth Management - Traverse City Financial Advisor

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.

Black Walnut Wealth Management - Traverse City Financial Advisor Contact Details

People in AeroLeads
2
With contact data
1
Email contacts
1
50.0% coverage

Black Walnut Wealth Management - Traverse City Financial Advisor Org Chart

Sample employees and titles
Name Title Contact
Eric Braund, Cfp® Founder and CFO at Black Walnut Wealth
Email
Jodi Braund Business Manager at Black Walnut Wealth
View

Department Contact Coverage

Department Contacts Email Phone
Executive 1 1 0

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