Black Walnut Advisors LLC

  • a SEC-registered investment adviser regulated by the state of California and Utah
  • a retainer-based business & financial consulting boutique for families and owners of closely held businesses
  • specializing in WealthCare -- Independent Fiduciary for Long-Term Wealth Management

Have you ever considered that managing your family's finances can be just as complicated as running a business?

That's why most successful businesses have a Chief Financial Officer to help coordinate its financial affairs. We believe successful families need the same kind of financial support, and at Black Walnut Advisors, this is what we do. We are your Personal CFOs.

At Black Walnut Advisors, this is what we offer you...to be your Personal CFO.

Our role is about serving you -- providing independent counseling and guidance for wealth management, just the way a CFO would serve the CEO. Our goal is to take the stress and complexity of managing your own personal financial affairs so that you can live the life of your dreams.

As your Personal CFO, we offer you a financial problem solver, a mentor, guidance, a fiduciary, a confidant, counsel, advisor and a sanctuary — a safe place where you can talk about their challenges and objectives without any judgments and/or pre-conceived advice.

 

Copyright 2005, 2006. Black Walnut Advisors LLC