It takes a village.
It’s a great honor to be added to a list, receive an award, or gain recognition for the retirement planning, investment management, and estate planning work our firm has done in the best interest of clients. We know there is a lot of work that goes into making your experience at Bernicke a great one, and we’re humbled that the work we do for you every day is noticed by others.
Ty Bernicke Recognized as a 2018 Forbes Best-In-State Wealth Advisor
Ty Bernicke, President and owner of Bernicke Wealth Management, was recently recognized as a Best-In-State Wealth Advisor by Forbes, hitting the list at #4. The list spotlights advisors who are leading the way in offering best practices and providing a high quality experience for clients. Over 21,000 nominations were received, and approximately 2,000 were selected across the country.
The study, developed by SHOOK Research, looked at qualitative and quantitative data like client retention, assets under management, compliance records, industry experience, team dynamics, community involvement, investing process, and best practices with clients, among other factors.
“We’re very humbled to be part of this list, as it includes a lot of great advisors in Wisconsin," said Bernicke. "Our team works really hard, striving to take care of clients and stay on top of our industry. To see that recognized is a proud moment for our firm.”
Bernicke Wealth Management is an independent firm that provides wealth management services to individuals, retirement plan services for businesses, and investment management for non-profit entities.
For details about the methodology, or to see the full list, visit http://www.forbes.com/best-in-state-wealth-advisors.