Black Walnut Wealth Management - Traverse City Financial Advisor

Financial ServicesMichigan, United States2-10 Employees

Black Walnut Wealth Management provides independent financial counsel and fiduciary investment services to high-net-worth individuals, retirees, and families with complex financial needs in Traverse City and throughout the 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, visit our website at blackwalnutwm.com.

---
Black Walnut Wealth Management is a registered investment adviser. Information provided is for educational purposes only. Advisory services are offered solely to individuals or entities in jurisdictions where Black Walnut Wealth Management and its representatives are appropriately licensed or exempt from licensure. Past performance is not a guarantee of future results, and all investments involve risks, including potential loss of principal.

As a registered adviser, Black Walnut Wealth Management follows regulatory restrictions prohibiting testimonials. This includes LinkedIn endorsements or recommendations, which may be considered testimonials under applicable rules. To remain compliant, such endorsements are disabled as part of our policy.

Links to third-party websites are provided strictly for informational purposes. Black Walnut Wealth Management does not guarantee the accuracy, completeness, or suitability of third-party content, nor does inclusion imply endorsement or sponsorship. We are not responsible for any third-party services, products, practices, or the collection and use of information by those websites.

Sign up for free to view info

Email Format Employee directory