Black Walnut Wealth Management
Black Walnut Wealth Management is a financial planning and financial advisor firm that proudly serves the Northern Michigan area including Beulah, Cadillac, Charlevoix, Elk Rapids, Frankfort, Gaylord, Glen Arbor, Grand Traverse, Leland, Ludington, Manistee, Petoskey, and Suttons Bay.
Our mission is to coordinate your entire financial picture so you can enjoy life. Financial planning and management can be complex – and we are here to simplify. We understand each clients’ financial needs and establish a long-term relationship. Our services are shaped to each clients’ financial picture—these range from advising on large purchases, budget and planning to investment management and strategies for tax planning and savings. We are focused on growing and preserving your wealth with a thorough, but common sense approach. The team at Black Walnut Wealth Management keeps your interests and financial goals our top priority which is why we provide all clients with independent, objective and unbiased counsel.
Address: 216 East Front St., Suite 201б Traverse City, MI 49684, USA
Phone: +1 231 421 7711
FAX: +1 231 421 7760
