Black Walnut Wealth Management

Black Walnut Wealth Management is a fee-only financial advisory firm based in Traverse City, MI, offering comprehensive wealth management solutions for individuals, families, and private foundations. Their team of experienced professionals coordinates clients' financial picture, including taxes, estate planning, and investment management, with a focus on proactively reducing taxes, managing investments, and protecting clients from costly financial mistakes.

With a commitment to their clients' financial well-being, Black Walnut Wealth Management understands the unique concerns of medical professionals, widows and divorcees, and business owners, providing tailored retirement planning and multigenerational family planning services. As a fee-only fiduciary firm, they prioritize their clients' interests and offer a coordinated approach to simplify their financial lives, allowing them to enjoy financial independence and worry less about their financial future.

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