About us

Black Walnut Wealth Management works with families, individuals, and private foundations chiefly through the duration of the Traverse City and Northern Michigan region. Our team at Black Walnut helps decrease the stress and worry of managing your investments and financial matters. We all pour over the important points, so you don't have to. Letting us to organize your financial picture and professionally manage your investments frees up your time and effort to pay the method that you choose--whether that is together with family, friends, traveling, or whatever your passion may be. We look to construct purposeful, long-term relationships which span generations. We coordinate with CPA's, attorneys, and insurance agents while managing your investments. If you do not have enough time, inclination or are uneasy navigating through bookkeeping firms, law firms, insurance providers, financial associations, and investment management solutions to find what's suitable for you personally, then we're here in order to help. We are a truly independent business committed to outstanding customer communication with fair and independent advice.