Helping people navigate
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.
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.
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 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 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, 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.
In the aftermath of drafting the US Constitution, Benjamin Franklin wrote, “… in this world nothing can be said to be certain, except death and taxes”. For individuals such as you and me, this is the truth. However, American corporations