Holistic Wealth Management
Wealth and investment management services for individual investors and businesses.
Bernicke Wealth Management, Ltd. is a multi-disciplinary financial firm with two branches: one just outside of Eau Claire in Altoona, Wisconsin, and another one in the Twin Cities area in Woodbury, Minnesota. 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
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 in Eau Claire, Wisconsin 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
2022: Wow, What A Year It Has Been For Investors
I write this post as we’re getting our first significant snowfall of the year, making the mood outside serene and tranquil. It gives me a moment to reflect on the year and appreciate everything we’ve been able to achieve with
Turbulent Markets: Waiting For The Tide To Turn
This past year I listened to an inspiring interview with the singer and songwriter, Jewel, who discussed her difficult upbringing in the Alaskan wilderness. Unfortunately, Jewel’s difficult upbringing amplified her sense of hopelessness, and even caused her to consider taking
November 2022 Monthly Market Update
In this brief video, Chief Investment Officer, Steve Latham, discusses what the GDP rebounds, recent fed hikes and midterm elections mean to the market.
