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Black Walnut Wealth Management - Traverse City Financial Advisor

Black Walnut Wealth Management - Traverse City Financial Advisor Email Formats

Financial ServicesFlag of US13919 S West Bay Shore Dr, Suite 106, United States1-10 Employees

Black Walnut Wealth Management - Traverse City Financial Advisor Email Formats

Black Walnut Wealth Management - Traverse City Financial Advisor uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@blackwalnutwm.com), used 100% of the time.

FormatExamplePercentage
{first initial}{last name}
jdoe@blackwalnutwm.com
100%

Key Contact at Black Walnut Wealth Management - Traverse City Financial Advisor

Flag of US

Eric Braund

Founder and CFO

Company overview

Headquarters13919 S West Bay Shore Dr, Suite 106, Traverse City, Michigan 49684, US
Phone number+12314217760
Website
NAICS52
SIC628
Keywords
Financial Advising, Tax Planning, Wealth Management, Financial Planning, Estate Planning, Investment Management, Insurance Consulting, Wealth Services
Founded2017
Employees1-10
Socials

About Black Walnut Wealth Management - Traverse City Financial Advisor

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.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Employees by Department

Black Walnut Wealth Management - Traverse City Financial Advisor has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Black Walnut Wealth Management - Traverse City Financial Advisor has never raised funding before.

Black Walnut Wealth Management - Traverse City Financial Advisor Tech Stack

Discover the technologies and tools that power Black Walnut Wealth Management - Traverse City Financial Advisor's digital infrastructure, from frameworks to analytics platforms.

Google Hosted Libraries

Google Hosted Libraries

CDN

jQuery

jQuery

JavaScript libraries

Google Tag Manager

Google Tag Manager

Tag managers

GoDaddy

GoDaddy

Hosting

Node.js

Node.js

Programming languages

Open Graph

Open Graph

Miscellaneous

Facebook Pixel

Facebook Pixel

Analytics

core-js

core-js

JavaScript libraries

MailChimp

MailChimp

Email

Google Analytics

Google Analytics

Analytics

YouTube

YouTube

Video players

Google Maps

Google Maps

Maps

Frequently asked questions

Black Walnut Wealth Management - Traverse City Financial Advisor is located in 13919 S West Bay Shore Dr, Suite 106, US.
You can reach Black Walnut Wealth Management - Traverse City Financial Advisor at +12314217760.
Black Walnut Wealth Management - Traverse City Financial Advisor was founded in 2017, making it 9 years old. The company has established itself as a significant player in its industry over this time.
Black Walnut Wealth Management - Traverse City Financial Advisor has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

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