ABOUT BERNICKE WEALTH MANAGEMENT
We are an independent firm and work in your best interest.
Bernicke Wealth Management, Ltd. (Bernicke) is an independent, multi-disciplinary firm with 18 employees. Our financial advisers provide wealth management services for individual investors, businesses, foundations, and nonprofits, including investment planning, retirement planning, estate planning, and tax planning.
We Are a Fiduciary
Being a Fiduciary 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.
The wealth strategies we design for you are implemented and closely monitored to help you maintain your desired lifestyle and achieve 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.
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 achieve 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 build and grow 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.