Holistic Wealth Management

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 in certain situations.

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.

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 different phase of your life.

Independent

We are not employed by a large corporation who 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.

Research Driven

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.
 
Ty's ongoing pursuit of financial research is used by our wealth managers to help clients maintain their desired lifestyles while achieving their financial goals.  Ty also is a member of the Forbes Finance Council.

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.