Eric Braund is writing about the Pros and Cons of Starting a Family Foundation for the Forbes Finance Council. Here’s his latest article.
Black Walnut Wealth Management - Traverse City Financial Advisor
Financial Services
Traverse City, Michigan 95 followers
Minimize Taxes | Manage Investments | Coordinate Your Estate
About us
Black Walnut Wealth Management provides independent financial counsel and fiduciary investment services to individuals, families, and private foundations primarily throughout the Traverse City and 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, please visit https://blackwalnutwm.com/ --- All investment advisory services are offered through Dynamic Wealth Advisors.
- Website
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https://blackwalnutwm.com/
External link for Black Walnut Wealth Management - Traverse City Financial Advisor
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- Traverse City, Michigan
- Type
- Privately Held
- Founded
- 2017
- Specialties
- Wealth Management, Investment Management, Financial Planning, Financial Advising, Tax Planning, Estate Planning, Insurance Consulting , and Wealth Services
Locations
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Primary
Get directions
13919 S West Bay Shore Dr
Suite 106
Traverse City, Michigan 49684, US
Employees at Black Walnut Wealth Management - Traverse City Financial Advisor
Updates
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The 2025 Tax Sunset is on the horizon and may affect taxpayers across the board. With many 2017 Tax Cuts and Jobs Act (TCJA) provisions set to expire, it could mean significant tax shifts for individuals and businesses alike.
Time Is Running Out: The 2025 Tax Sunset Is On The Horizon
blackwalnutwm.com
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Here is a recent article by Eric Braund about the New 529 to Roth IRA Rollover written for the Forbes Finance Council.
Council Post: The New 529 To Roth IRA Rollover: What Grandparents Should Know
forbes.com
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At Black Walnut Wealth Management, we pride ourselves on being a fee-only fiduciary, which means we are required to act in your best interest. With our team's experience and personalized solutions, you can expect proactive and coordinated financial advice.
Black Walnut Wealth Management - Traverse City Financial Advisor
blackwalnutwm.com
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I'm writing about financial planning challenges for the Forbes Finance Council. Here's my latest article.
Council Post: Top Financial Planning Challenges In The First 10 Years Of Retirement
forbes.com
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What are the best ways to minimize capital gains taxes? Here are 4 tips. #financialplanning #taxplanning #blackwalnutwm
4 Ways to Reduce Your Capital Gains Tax
blackwalnutwm.com
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Do you have a plan for taxes after retirement? Read our recent insights on how to maximize your retirement. #retirementplanning #retirementgoals #blackwalnutwm
Maximize Your Retirement: 3 Budgeting Tips to Safeguard Your Financial Future
blackwalnutwm.com
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At Black Walnut Wealth Management, we understand that every business owner's retirement goals are unique. Learn about our personalized approach to retirement planning, tailoring our solutions to your specific needs and objectives. https://lnkd.in/gNGfJ8cc #blackwalnutwm #retirementplanning #wealthmanagement #certifiedfinancialplanner
Retirement Planning for Business Owners in Traverse City, MI
blackwalnutwm.com
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Did you know that a trust fund can help you avoid probate and minimize estate taxes? By establishing a trust fund, you can transfer your assets outside of your estate and minimize the tax burden on your beneficiaries. Contact us to learn more about the tax benefits of trust funds. https://lnkd.in/gP3PrK9s #blackwalnutwm #retirementplanning #wealthmanagement
Multigenerational Family Planning: Black Walnut WM
blackwalnutwm.com
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At Black Walnut Wealth Management, we pride ourselves on being a fee-only fiduciary, which means we are required to act in your best interest. With our team's experience and personalized solutions, you can expect proactive and coordinated financial advice. https://lnkd.in/g4zBU-Xm #feeonly #fiduciary #certifiedfinancialplanner #blackwalnutwm
Black Walnut Wealth Management - Traverse City Financial Advisor
blackwalnutwm.com