You're doing well, have accumulated wealth, and you want to make sure that you're making the right financial decisions. Making a mistake at this stage in your financial journey can be irreversible, and one bad financial decision can dramatically impact your financial security and quality of life. You want to know that you're covered and that someone else is keeping a close eye on your financial well-being so that you don't have to do it alone.
We work with families and individuals throughout Northern Michigan coordinating every aspect of your financial life. From tax planning to insurance reviews, we consider more than just your investments so that your financial strategy addresses the gaps that may leave you vulnerable. Some of the biggest mistakes are the ones you don't see coming, so helping you avoid financial missteps is a core part of how we serve our clients.
We work with families and individuals throughout Northern Michigan coordinating every aspect of your financial life. From tax planning to insurance reviews, we consider more than just your investments so that your financial strategy addresses the gaps that may leave you vulnerable. Some of the biggest mistakes are the ones you don't see coming, so helping you avoid financial missteps is a core part of how we serve our clients.
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Our mission is to coordinate all critical aspects of your financial picture so you can enjoy life. Black Walnut Wealth Management gets its name from my late grandfather. He was a successful businessman who owned many lumber companies here in Michigan back in the '40s and '50s. Of all the woods that exist, Black Walnut was always his favorite.
We provide a coordinated fee-only independent solution for your wealth management, tax planning and estate planning needs. The Black Walnut Wealth Management team has a unique and diverse financial background unlike many other wealth management firms. Our combined experience includes brokerage firms, insurance companies, bank trust departments, and accounting firms.
Wealth management is more than just investment advice, it includes all parts of your financial life. You can benefit from a more streamlined approach in which a single financial planner and advisor coordinate all the services needed to manage your money and plan for your family's current and future needs.
A key piece of retirement planning is figuring out how much money you'll need to live comfortably as you age. No matter your lifestyle or circumstance, we all worry about the same thing: not having enough money to last us through retirement. Did you know that October is National Estate Planning Awareness Month?
You may manage your investments yourself and are now ready to hand over the reins or you are just tired of having your investments all over the place without any organization or overall strategy. We can help you make smart financial decisions that consider each critical aspect of your financial picture.
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Marc Abramson
Nov 03, 2019
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