Business Details
Your Trusted Partner for Financial Planning Solutions
Black Walnut Wealth Management is a fee-only fiduciary financial advisory firm dedicated to providing comprehensive wealth management solutions. Our team of Certified Financial Planner professionals brings diverse expertise in accounting, banking, and investment management to create coordinated strategies for individuals and families. We specialize in retirement planning, tax optimization, estate coordination, and risk management, serving clients across Traverse City, Michigan, and surrounding regions.With a proactive approach to financial planning, we help clients navigate complex tax, legal, and estate challenges while maintaining transparency and ethical standards. Our client-centric philosophy prioritizes long-term relationships and personalized guidance through life's transitions, ensuring clients can focus on enjoying financial independence.
Services
Wealth Management
Retirement Planning
Tax Planning
Estate Coordination
Investment Management
Insurance Review
Financial Strategy
Highlights and features
- We offer coordinated wealth management solutions across multiple financial disciplines
- Our team includes Certified Financial Planners with diverse industry expertise
- We maintain a fee-only fiduciary standard with transparent pricing
- We serve clients with $1 million+ in investable assets
- We provide proactive financial guidance through life transitions
Associations and certifications
- Certified Financial Planner Board of Standards, Inc.
Services
Wealth Management
Our comprehensive wealth management services coordinate tax, investment, and estate planning strategies. We create personalized financial roadmaps for high-net-worth individuals and families, focusing on long-term wealth preservation and growth. Our fiduciary approach ensures all recommendations align with clients' unique financial goals and risk tolerance levels.
Retirement Planning
We develop customized retirement plans that optimize income streams and minimize tax liabilities. Our planners analyze Social Security benefits, pension options, and investment portfolios to create sustainable withdrawal strategies. We help clients transition confidently from wealth accumulation to secure retirement living.
Tax Planning
Our proactive tax planning services identify legal strategies to minimize tax burdens across all financial decisions. We coordinate with accountants to implement tax-efficient investment strategies, charitable giving plans, and business owner tax solutions tailored to each client's specific circumstances.
Estate Coordination
We help organize comprehensive estate plans that protect assets and ensure smooth wealth transfer. Our services include trust establishment, beneficiary designations, and coordination with legal professionals to implement effective estate strategies that reflect clients' wishes.
Investment Management
Our investment management services focus on creating diversified portfolios aligned with financial goals and risk profiles. We employ evidence-based investment strategies while maintaining regular portfolio reviews and rebalancing to adapt to changing market conditions and client needs.
Questions
What services does Black Walnut Wealth Management offer?
We provide comprehensive wealth management including retirement planning, tax optimization, estate coordination, investment management, and insurance review services.
What makes your firm different from other financial advisors?
We operate as fee-only fiduciaries with Certified Financial Planners who maintain the highest ethical standards and industry certifications.
What are your minimum investment requirements?
We typically work with clients who have at least $1 million in investable assets, though we occasionally accept clients with less.
Where do you operate?
We serve clients in Traverse City, Northern Michigan, and surrounding areas including Petoskey, Cadillac, and Marquette.
How are you compensated?
We operate on a transparent fee-only basis with no commissions or hidden charges for our financial planning and investment management services.
Can you help with estate planning?
Yes, we coordinate comprehensive estate plans including trust establishment and asset protection strategies tailored to your specific needs.
Reviews (1)
Marc Abramson
Nov 03, 2019
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Eric is very knowledgeable about money management and taxes, he helps you plan and budget and spends plenty of time with you on a regular basis.
