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/
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All investment advisory services are offered through Dynamic Wealth Advisors.
Company Details
- Employees
- 4
- Founded
- -
- Address
- 13919 S West Bay Shore Dr,
- Phone
- 231.421.7711
- In****@****twm.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- blackwalnutwm.com
- Keywords
- Wealth Management, Investment Management, Financial Planning, Financial Advising, Tax Planning, Estate Planning, Insurance Consulting, Wealth Services.
- HQ
- Traverse City, Michigan
- Competitors
- Schneider Wealth Management, Registered Investment Advisor, Northern Michigan Architecture, Resolute Wealth Advisor, Traverse City Orthopedics, Flightpath Strategy: Marketing & Innovation, Traverse City Whiskey Co., The Wealth Advisor, Traverse City State Bank, Merchant Jay Builders, Journey Beyond Wealth.
Black Walnut Wealth Management - Traverse City Financial Advisor Questions
Black Walnut Wealth Management - Traverse City Financial Advisor's helpline number is 231.421.7711
Black Walnut Wealth Management - Traverse City Financial Advisor's website is blackwalnutwm.com
Black Walnut Wealth Management - Traverse City Financial Advisor's LinkedIn profile is https://www.linkedin.com/company/blackwalnutwm
Black Walnut Wealth Management - Traverse City Financial Advisor has
4 employees.
View email and phone details for 4
employees at Black Walnut Wealth Management - Traverse City Financial Advisor.
Black Walnut Wealth Management - Traverse City Financial Advisor's industry is
Financial Services
Black Walnut Wealth Management - Traverse City Financial Advisor's top competitors are
Schneider Wealth Management, Registered Investment Advisor,
Northern Michigan Architecture,
Resolute Wealth Advisor,
Traverse City Orthopedics,
Flightpath Strategy: Marketing & Innovation,
Traverse City Whiskey Co.,
The Wealth Advisor,
Traverse City State Bank,
Merchant Jay Builders,
Journey Beyond Wealth.
Black Walnut Wealth Management - Traverse City Financial Advisor's support email address is Info@blackwalnutwm.com
Black Walnut Wealth Management - Traverse City Financial Advisor's categories are Financial Services
Black Walnut Wealth Management - Traverse City Financial Advisor's founding year is 2017
