Helping people navigate

life's moments

Holistic Wealth Management

Wealth and investment management services for individual investors and businesses.

 Bernicke Wealth Management, Ltd. is a multi-disciplinary firm located 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.

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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.

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.

Bernicke Blog

Why a Reach College May Not Be the Best Fit

High school students often have a “dream” college that they have been planning on attending for many years by the time they graduate. These are usually the nationally known public and private institutions across the country. These schools are considered

Read More »
Health Insurance prior to medicare

Health Insurance in Retirement: COBRA vs Marketplace

As a high earner on the cusp of retirement, should you consider utilizing COBRA versus purchasing Health Insurance on the Marketplace? As many of you know, we at Bernicke Wealth Management thoroughly enjoy helping our clients navigate life’s moments, and

Read More »

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About Us

Bernicke Wealth Management, Ltd. (Bernicke) is an independent, multi-disciplinary firm with 20 employees. Our financial advisers provide wealth management services for individual investors, businesses, foundations, and nonprofits, including investment planning, retirement planning, estate planning, and tax planning.

© 2021 Bernicke Wealth Management, Ltd. | Site Development: Midstream Marketing

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.

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