Black Walnut Wealth Management - Traverse City Financial Advisor

Financial ServicesMichigan, United States2-10 Employees

Black Walnut Wealth Management is a registered investment adviser in the financial services industry that provides independent financial counsel and fiduciary investment services to high-net-worth individuals, retirees, and families with complex financial needs in Traverse City and the broader Northern Michigan region. The firm aims to build long-term relationships across generations, coordinating clients’ financial affairs and professionally managing investments to free up their time for personal priorities. Based in Traverse City, Michigan, the company is led by Erickson Braund, a Certified Financial Planner™ Professional and Chartered Retirement Planning Counselor™ with more than two decades of experience serving affluent clients. The organization operates from a small professional team and has filed notices indicating expansion and personnel updates, such as adding an operations supervisor in 2023. As a registered adviser, it adheres to regulatory requirements and adheres to policies regarding testimonials and third-party content, focusing on educational information and appropriate licensure for its advisory services.

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