Minnetonka, Minn., April 25, 2024 – Bernicke Wealth Management, an independent, multi-disciplinary financial firm is expanding its efforts and is opening a new location in the Crescent Ridge Corporate Center in Minnetonka, Minn.
Ty Bernicke, President & Executive Wealth Manager, 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.”
In 2022, Bernicke Wealth Management, a leading provider of financial education and retirement planning services, announced the opening of its second location in Woodbury, Minn., located within the City Center Professional Building.
“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.”
With almost 40 years of experience in the financial industry, Bernicke Wealth Management is uniquely positioned to help pre-retirees prepare for the next chapter of their lives. Both locations will continue to offer Bernicke’s signature monthly educational seminars covering essential retirement topics like tax minimization strategies, health insurance options, and retirement income planning. The seminars provide objective guidance on how to gain financial clarity and confidence. In addition to the seminars, the firm provides personalized financial planning and investment management services to help clients achieve their retirement goals.
Ty Bernicke’s research on investment management, retirement planning, and tax minimization strategies has been published or recognized in The Wall Street Journal, Forbes, The New York Times, Futures magazine, and many other well-known national and international publications.
“The decision to expand our presence into the Woodbury and Minnetonka areas reflects our commitment to serving more people on their journey to retirement,” Logslett said.
About Bernicke Wealth Management
The company was founded by the Bernicke Family in 1985 serving the Eau Claire, Wis. area, and expanded into the Twin Cities metro area in 2022. Bernicke Wealth Management is an independent firm that takes a comprehensive, research-driven approach to investment management, wealth management, retirement planning, and other strategies related to financial health. The wealth strategies that our professionals design, implement, and closely monitor aim to help give clients a higher likelihood of maintaining their desired lifestyles while achieving their financial goals. These services are provided in a collaborative effort by our team of professionals, which includes CERTIFIED FINANCIAL PLANNER™ professionals, as well as estate planning and investment professionals.
