Holistic Wealth Management
Wealth and investment management services for individual investors and business owners over 50 who are within five years of retirement and have a minimum of $1 million in investable assets.
Bernicke Wealth Management is an independent, multi-disciplinary financial firm serving the Eau Claire, Wisconsin area and the Twin Cities metro in Minnetonka and Woodbury. The wealth strategies we design for you are implemented and closely monitored to help you maintain your desired lifestyle and pursue your financial goals.
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
Straightforward
Fees
Simplicity
Independent
Research
Driven
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.
Testimonials
We have been using the services of Bernicke Wealth Management for twenty years and have been very satisfied. We appreciate the personal attention given to our investment portfolio and the time spent with us on at least an annual basis to review our finances. We highly recommend this company.
JohnAltoona, WI
It’s always good to hear this team’s perspective of what’s happening in the markets. I’ve been a client for over 7 years and I’ve been happy with the results with Bernicke Wealth Management.
LesEau Claire, WI
It’s been a pleasure to work with the Bernicke staff whenever we have had to contact them. They are all polite and courteous when dealing with any of them.
TomChippewa Falls, WI
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The statements are testimonials by clients of the financial professional as of 04/18/2024 and 04/19/2024. The clients have not been paid or received any other compensation for making these statements. As a result, the clients do not receive any material incentives or benefits for providing the testimonial.