Minneapolis Financial Advisor
Are you looking for a financial advisor in Minneapolis, MN? Bernicke Wealth Management can help you pursue your financial goals. We are a fiduciary financial planning firm that offers a wide range of services, including investment management, retirement planning, estate planning, and tax planning. We believe in taking a holistic approach to wealth management, and we will work with you to create a personalized financial plan that meets your unique needs.
We understand that everyone’s financial situation is different, which is why we take the time to get to know you and your goals before we make any recommendations. We will ask you about your income, expenses, assets, liabilities, and retirement goals. We will also discuss your risk tolerance and investment objectives. Once we have a good understanding of your situation, we will develop a financial plan that is tailored to your specific needs.
Financial Planning Services
- Investment management: We can help you build a diversified portfolio that meets your risk tolerance and investment objectives.
- Retirement planning: We can help you create a retirement plan that will help you work toward your retirement goals.
- Estate planning: We can help you preserve your assets and ensure that your wishes are carried out after your death.
- Tax minimization: Our goal is to help you minimize your taxes and maximize your after-tax income.
About Bernicke Wealth Management
Bernicke Wealth Management is a multi-disciplinary financial firm located in Minnetonka, Minnesota. Our goal has always been to help people invest smarter and retire earlier while educating clients on holistic wealth management strategies since 1985.
Originally founded in Wisconsin in 1985, we expanded to Minnesota in 2022 to serve clients in the Minneapolis–Saint Paul metro area.
Our Minnetonka office is conveniently located less than 10 miles from Downtown Minneapolis and only a half-hour from St. Paul at 11100 Wayzata Blvd, Minnetonka, MN 55305.
Business hours are Monday through Friday, 8 am – 5 pm.
Ty Bernicke, Best-In-State Wealth Advisor
Ty Bernicke, President and owner of Bernicke Wealth Management, was recently recognized by Forbes as a Wisconsin Best-In-State Wealth Advisor for the seventh year in a row. We’re excited to bring our wealth of financial knowledge to serve clients in Minnesota.
Frequently Asked Questions
There is no cost or obligation for meeting with a financial advisor at Bernicke Wealth Management. This conversation will allow us to understand your goals and financial situation, and it will allow you to ask us questions. The purpose of this conversation is to help you determine if our team can add enough value to justify putting together a more thorough plan.
Bernicke Wealth Management focuses on individuals with investable assets of $500,000 or more.
Bernicke Wealth Management advisors act in a fiduciary capacity for our clients, which ultimately means we are required by law to put your best interests ahead of our own.
What's Next?
If you are looking for a financial advisor in Minneapolis, contact Bernicke Wealth Management today. We would be happy to schedule a complimentary consultation to discuss your financial needs. You can also call us at (612) 843-5440.
Schedule a Financial Consultation
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