ABOUT BERNICKE WEALTH MANAGEMENT
We are an independent firm and help you make informed, confident financial decisions.
Bernicke Wealth Management is an independent financial firm serving pre-retirees and business owners. We are a team of professionals helping clients navigate investment management, retirement planning, tax minimization strategies, and estate planning with research-driven solutions.
Fiduciary Standard
Working in a fiduciary capacity means we are legally bound to act in the best interest of our clients. As an independent firm, we do not have proprietary products that we recommend. Instead, we recommend solutions that we believe will help you reach your unique goals.
Client-Focused
The wealth strategies we design for you are implemented and closely monitored to help you maintain your desired lifestyle and pursue your financial goals. These services are provided in a collaborative effort by our team of professionals, including CERTIFIED FINANCIAL PLANNER™ professionals, tax planning professionals, and our network of niche professionals.
Research-Driven
Ty Bernicke, CFP®, President & CEO, has authored or been cited in numerous research articles on retirement planning, investment management, and tax minimization strategies in national and industry media outlets including Forbes, MarketWatch, The New York Times, and Futures Magazine, among others, since 2005. Ty also has been quoted and interviewed by national media. Appearances include CNN‘s In the Money, CNBC‘s Squawk Box, and Morning Call. Ty’s ongoing pursuit of financial research is used by our wealth managers to help clients work toward their unique financial aspirations.
Wealth Management Services
The wealth managers at Bernicke Wealth Management act as your personal Chief Financial Officer, working with you to manage and preserve your financial future, similar to how a general contractor works with homeowners to build a new home. We work on a consultative basis to help you properly plan your important financial decisions. This frequently entails selecting and coordinating outside professionals when necessary.
See What People Are Saying
The Google reviews above may be from current or former clients, or individuals who are not clients of Bernicke Wealth Management (“BWM”). Reviews have not been verified or edited by BWM and do not reflect the views of the firm or its advisors. Reviewers have not been compensated or received any material incentives for providing a review. BWM has maintained an “Excellent” 5-star rating on Google since October 16, 2021. Ratings are subject to change and are not indicative of future investment performance or success. No material conflicts of interest have been identified within these reviews.
