Client Center

Resources, Tools, and Other Helpful Information

Easy and convenient access to the information and resources you need. The resources below are designed for clients of Bernicke Wealth Management.

For help on eMoney, see the eMoney FAQs

IMPORTANT NOTICE (Required Click-Through Disclosure)

You are now leaving the “Bernicke Wealth Management” Website and will be entering the Charles Schwab & Co., Inc. (“Schwab”) Website.

Schwab is a registered broker-dealer, and is not affiliated with “Bernicke Wealth Management” or any advisor(s) whose name(s) appears on this Website. “Bernicke Wealth Management” is independently owned and operated. Schwab neither endorses nor recommends Bernicke Wealth Management, unless you have been referred to us through the Schwab Advisor Network®. Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor.

Schwab has agreements with “Bernicke Wealth Management” under which Schwab provides “Bernicke Wealth Management” with services related to your account. Schwab does not review the “Bernicke Wealth Management” Website, and makes no representation regarding the content of the Website. The information contained in the “Bernicke Wealth Management” Website should not be considered to be a recommendation or solicitation by Schwab or a solicitation of any offer to purchase or sell any securities.

Learn why you may be able to retire earlier than you think.

"*" indicates required fields

This field is hidden when viewing the form
This field is hidden when viewing the form
This field is for validation purposes and should be left unchanged.

Learn why you may be able to retire earlier than you think.

"*" indicates required fields

This field is hidden when viewing the form
This field is hidden when viewing the form
This field is for validation purposes and should be left unchanged.