Investment Bank/Securities Brokerage - Traverse City, MI, US
Black Walnut Wealth Management works with individuals, families, and private foundations primarily throughout the Traverse City and Northern Michigan region. Our objective is to coordinate your entire financial picture so you can enjoy life. Financial planning and investment management can be complex— and we are here to simplify. Our team at Black Walnut helps reduce the stress and worry of managing your investments and financial matters. We pour over the details, so you don't have to. 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. All investment advisory services are offered through Dynamic Wealth Advisors.
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