Bernicke Letter: April 2024

Picture of Ty Bernicke, CFP® | President & CEO

Ty Bernicke, CFP® | President & CEO

Exciting News! Introducing Our New Location in Minnetonka

 

Bernicke Wealth Management is expanding! We’re excited to announce our new office in the Crescent Ridge Corporate Center in Minnetonka, MN. This office represents our third location, in addition to our headquarters in Altoona, WI, and our Woodbury, MN branch.

Ty Bernicke, when asked to comment on the expansion, expressed enthusiasm about the new office, stating “This is an exciting milestone in the company’s journey. Our expansion into Minnetonka aligns with our natural growth to extend comprehensive wealth management services that provide value to individuals, families, and businesses in the western metro area.”

It’s a new location with the same great team behind every detail of taking care of your financial planning needs. We believe in providing a consistent experience at a high level for every individual and family we are fortunate enough to serve.

“Bernicke is a growth-driven company that strives to treat every client in our community like family, creating an exceptional, integrated experience that surpasses expectations for private wealth management,” said Paige Logslett, Director of Operations . “The new offices will allow us to improve our existing relationships in the region and connect with new individuals who value local expertise.”

lindsey hendrickson smiling in a suit coat Billy Peterson smiling in a suit with a grey background


Meet the Minnetonka Team


Lindsey Hendrickson, CFP®, wealth manager, will be the main advisor in our new Minnetonka office. She will also continue to serve Eau Claire clients. Lindsey is joined by Billy Peterson, paraplanner. Billy initially joined Bernicke as an intern and became a paraplanner after graduating from UW-Eau Claire in December.

 

Bernicke Minnetonka Office Location
11100 Wayzata Blvd., Suite 540
Minnetonka, MN 55305
612-843-5440

 

 

We hope everyone has a wonderful start to the Spring!

Picture of Ty Bernicke, CFP® | President & CEO

Ty Bernicke, CFP® | President & CEO

Ty Bernicke is the President and CEO Bernicke Wealth Management. Ty currently works with a limited number of clients that require wealth and/or investment management services. His research on investment management, retirement planning, and tax minimization strategies have been published or recognized by The Wall Street Journal, Forbes, The New York Times, Futures Magazine, and many other well-known national and international publications. Ty Bernicke and Bernicke Wealth Management give back to the community and environment through numerous charitable endeavors. Ty spends his free time with his wife, two daughters, and one son. He also likes to fish, golf, and exercise.

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Register For Our 2024 Client Appreciation Event

You are invited to attend Bernicke Wealth Management’s Client Appreciation Event on Tuesday, June 4th, 2024 at the Eau Claire Event District, featuring Deuces Wild Dueling Pianos.

Doors open at 5 P.M. and a buffet-style dinner (and dessert!) will be served from 5 p.m. to 6:30 p.m.

  • Build Your Own Nachos, Chicken Bacon Ranch Wraps, Burgers/Brats, Deep-Fried Chicken Sandwiches & Tenders, and General Tso’s Chicken with Rice.
  • Sides: Fries, Onion Rings, Cheddar Munchers, Egg Rolls, Fruit Cups & Dessert!

Deuces Wild performance will follow dinner.

Eau Claire Event District is located at 5775 20th Ave, Eau Claire, WI 54703

Register Now
RSVP by May 28, 2024. Hope to see you there!

Share a Referral

We are always appreciative of the opportunity to help you with your finances, and we never want you to feel like there is anything more we would ask for from you. With that said, we are grateful when clients send us referrals and we want to show you our gratitude.

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

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