Our Story
At Black Walnut Wealth Management, our name is derived from my late grandfather's favorite type of wood, Black Walnut. This durable and resilient wood was a staple in his lumber companies, which operated in Michigan in the 1940s and 1950s. When I launched my own business, it seemed fitting to choose a name synonymous with my grandfather's legacy and the services I intended to offer. Black Walnut represents the qualities that clients should expect from my firm and me - financial services that are rooted in hard facts and sound reasoning, resilient against market fluctuations and life transitions alike.
Our Team
As a young man, I had a passion for finance ignited by a single investment I made at the age of 14. After taking the money I earned that summer and investing it in a single stock that jumped from $1 a share to $60 a share, I learned the value of patience and the importance of not getting too attached to any one investment. These lessons have stayed with me throughout my career and have shaped my approach to financial planning and investment management.
How We Can Help
As a fee-only fiduciary financial advisor, our team at Black Walnut Wealth Management is committed to helping individuals, families, and businesses navigate the complexities of wealth management. We understand the unique concerns of medical professionals, widows and divorcees, business owners, and multigenerational families, and specialize in providing tailored financial solutions to address their specific needs.
Our Services
Our comprehensive approach to wealth management includes:
- Complete Wealth Management: Coordinating your entire financial picture, including taxes, estate planning, and investment management
- Retirement Planning: Helping you build a secure financial future through strategic retirement planning
- Multigenerational Family Planning: Guiding families through the complexities of inheritance, estate planning, and wealth transfer
- Business Owner Planning: Providing customized financial solutions for business owners, including retirement planning, estate planning, and succession planning
How We Work
As a fee-only fiduciary, we work in your best interest, avoiding conflicts of interest and ensuring that our services are aligned with your goals and objectives. We take the time to understand your unique circumstances, goals, and concerns, and develop personalized financial plans tailored to your needs.
Why Choose Us
At Black Walnut Wealth Management, we pride ourselves on our:
- Commitment to Fee-Only Fiduciary Services: We put your interests above our own, providing unbiased guidance and advice
- Comprehensive Approach to Wealth Management: We coordinate all aspects of your financial life, ensuring that your goals are aligned and integrated
- Passionate and Experienced Team: Our team of experts is dedicated to helping you achieve your financial goals
By choosing Black Walnut Wealth Management, you can enjoy financial independence, free from the stress and worry of managing your investments and financial matters. We take care of the details, so you don't have to.
Eric's Exceptional Financial Planning Services
Many clients have praised Eric's extensive knowledge and expertise in money management and taxes. According to one reviewer, Eric is "very knowledgeable" and takes the time to "plan and budget" with clients, spending "plenty of time" with them on a regular basis. It's clear that Eric's dedication to his clients' financial well-being has earned him an excellent reputation.
Expertise and Personalized Attention
Eric's ability to provide one-on-one attention to each client is a significant asset. His capacity to break down complex financial concepts into manageable and easy-to-understand pieces has helped many individuals and businesses achieve their financial goals. Eric's expertise in money management and taxes has allowed him to develop effective strategies for his clients, and his willingness to spend quality time with them has fostered a sense of trust and understanding.
Conclusion
Overall, Eric's exceptional financial planning services have left a lasting impression on many of his clients. His knowledge, expertise, and commitment to personalized attention have earned him a well-deserved reputation as a top-notch financial advisor.
