715-832-1173
Blog
Contact Us
Client Center

Learn why you may be able to retire earlier than you think.

  • This field is for validation purposes and should be left unchanged.
FREE GUIDE DOWNLOAD
FREE GUIDE

Helping people navigate

life's moments

Let's Talk

Holistic Wealth Management

Wealth and investment management services for individual investors and businesses.

 Bernicke Wealth Management, Ltd. is a multi-disciplinary firm located just outside of Eau Claire in Altoona, Wisconsin. The wealth strategies we design for you are implemented and closely monitored to help you maintain your desired lifestyle and achieve your financial goals.

Learn More

Retire Earlier Than You Think

Get our free guide sent directly to your inbox.

  • This field is for validation purposes and should be left unchanged.

What Makes Us Different?

Bernicke Wealth Management provides comprehensive wealth management to investors who want financial confidence today and in the future.

We are an independent firm, which means we don’t offer proprietary products; instead, we take a consultative approach based on many factors unique to your situation.

Team of Professionals

Each client has a core team of professionals working on their behalf. Your core team may also lean on the knowledge of other in-house professionals, outside CPAs, attorneys, and others as needed.

Meet our team.

Team of
Professionals

Straightforward Fees

We strive to make our advisory fees easy to understand and transparent. Before becoming a client, we do an analysis that helps you understand what you are presently paying and compare it to what you would pay working with our firm. If you don’t currently understand what you are paying, you may find this process refreshing.

Find Out More

Straightforward
Fees

Simplicity

Imagine having all of your assets, liabilities, and income summarized in one location. Our advisers help you maintain this data over time and develop appropriate strategies for each phase of your life.
Simplicity

Independent

We are not employed by a large corporation that has various products that we are encouraged to sell. Instead, we act in a fiduciary capacity for our clients, meaning we act in your best interest.
Independent

Research Driven

President Ty Bernicke’s research on investment management and financial planning has been recognized or published in multiple national publications, including Forbes, The Wall Street Journal, and The New York Times. Our wealth managers use Ty’s ongoing pursuit of financial research to help clients maintain their desired lifestyle while achieving their financial goals. Ty is a member of the Forbes Finance Council and has also been recognized as the Best-In-State Wealth Advisor by Forbes four years in a row.
Research
Driven

Comprehensive Wealth Management

Your Financial overview summarizes your assets, income sources, goals, and other pertinent financial information, which helps your adviser and our internal team develop a plan that we help you implement upon your approval. The core areas that we address for your plan include Investment Management, Tax Minimization, Retirement Income Planning, Estate Planning, and Risk Management.
Comprehensive
Wealth Management

Meet the Team

Everything at our firm truly requires a team effort. As a client, you work with a team of financial professionals who strive to provide consistent communication and follow-through to help you reach your goals.

Meet the Team

The Bernicke Experience

One of our goals at Bernicke Wealth Management is to provide you with financial education throughout the process of working with us, starting before you even become a client. Neither you nor the wealth managers make any commitments without thoroughly discussing services, fees, and expectations. If you're considering working with us, rest assured that you'll come away with helpful information regardless of whether you choose to move forward with our firm.

The initial
consultation

The initial consultation is an exploratory meeting to collect goals, financial information and to decide whether we mutually would like to pursue additional planning opportunities. After the initial meeting, additional meetings are scheduled as needed.

Additional Plan
Design Meetings

Additional plan design meetings are used to identify an individual’s financial strengths, weaknesses, and opportunities. Stress testing financial assets against one’s goals, providing specific recommendations, and comparing one’s uniquely developed investment plan also occurs at these meetings.

Once a
Client

Once a client, ongoing communication continues. Our firm monitors your accounts and contacts you as needed when opportunities are identified. In addition, we review your plans and goals regularly or as your financial situation changes.

Learn More

Bernicke Blog

How Donor Advised Funds Work

Dan V. Estenson CFP®, AIF® | Lead Wealth Manager June 16, 2022

A Donor Advised Fund is a separate charitable investment account that allows you to support many of your favorite charitable organizations. Donations of cash, securities, and other eligible assets may provide an immediate income tax deduction up to annual federal

Read More »

June 2022 Monthly Market Review

Steve Latham, CFA, CFP® | Chief Investment Officer June 8, 2022

In this brief video, our Chief Investment Officer, Steve Latham, walks through the key topics that moved the market throughout the month.

Read More »
More Blog Posts

Sign Up for our Newsletter

Newsletter

  • This field is for validation purposes and should be left unchanged.

Are We Right for You?

Schedule Your Complimentary Consultation Today!

Let's Talk
  • 1565 Bluestem Blvd
    Altoona, WI 54720

About Us

Bernicke Wealth Management, Ltd. (Bernicke) is an independent, multi-disciplinary firm with 25 employees located outside Eau Claire, in Altoona, Wisconsin. Our financial advisers provide wealth management services for individual investors, businesses, foundations, and nonprofits, including investment planning, retirement planning, estate planning, and tax planning.

© 2022 Bernicke Wealth Management, Ltd.

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Great Valley Advisor Group, a registered investment advisor. Great Valley Advisor Group and Bernicke Wealth Management are separate entities from LPL Financial. The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Learn why you may be able to retire earlier than you think.

  • This field is for validation purposes and should be left unchanged.