ABOUT BERNICKE WEALTH MANAGEMENT
We are an independent firm and work in your best interest.
Bernicke Wealth Management is an independent, multi-disciplinary firm serving the Eau Claire, Wisconsin area and the Twin Cities metro. Our financial advisors provide wealth management services for individual investors, businesses, foundations, and nonprofits, including investment management, retirement planning, estate planning, and tax minimization.
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’s research on investment management and financial planning has been published or recognized in multiple national publications, including Forbes, The Wall Street Journal, and The New York Times. 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.
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