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For Our Clients

Resources, Tools, and Other Helpful Information

Easy and convenient access to the information and resources you need. The resources below are designed for clients of Bernicke Wealth Management.

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Helpful Articles, Guides, and Worksheets

  • [Article] When Should You Update Your Estate Plan? Download
  • [Article] What Records Should You Keep and for How Long? Download
  • [Article] What to Do When a Loved One Dies Download
  • [Worksheet] In Case Something Happens - Items to Know Download
  • [Template] Credit Freeze Packet Download

For more educational articles, see our Resource Library.

Newsletters Resources

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A Moment of Thanks

Ty A. Bernicke, CFP®, President, Executive Wealth Manager

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Gold As An Investment

Ty A. Bernicke, CFP®, President, Executive Wealth Manager

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A Memorable Year

Ty A. Bernicke, CFP®, President, Executive Wealth Manager

This has been a year that will forever be etched in my memory for several reasons. Two notable reasons that this year…
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Choosing Happiness

Ty A. Bernicke, CFP®, President, Executive Wealth Manager

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National Debt

Ty A. Bernicke, CFP®, President, Executive Wealth Manager

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A New Normal

Ty A. Bernicke, CFP®, President, Executive Wealth Manager

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Bernicke Wealth Management, LTD (“Bernicke”) is an SEC registered investment adviser with a principal place of business in Altoona, Wisconsin. Registration does not imply a certain level of skill or training. Bernicke may only transact business in those states in which it is notice filed or qualifies for a corresponding exception from such requirements. The publication of Bernicke’s website on the Internet should not be construed by any consumer or prospective client as Bernicke’s solicitation or attempt to effect transactions in securities, or the rendering of personalized investment advice over the internet. Furthermore, the information resulting from the use of tools or other information accessible through this Internet site should not be construed as the provision of personalized individual advice from Bernicke.

A copy of Bernicke’s written disclosure statement as set forth on Form ADV discussing Bernicke’s business operations, services, and fees is available on the SEC's Investment Adviser Public Disclosure website at adviserinfo.sec.gov.

Bernicke does not make any representations as to the accuracy, timeliness, suitability or completeness of any information prepared by any unaffiliated third party, whether linked to or incorporated herein. All such information is provided solely for convenience purposes and all uses thereof should be guided accordingly. Hypothetical examples are provided for educational purposes only, do not represent actual client experiences, and are intended solely to illustrate how a process, methodology, or technique could work in practice. Bernicke cannot provide any assurance that an individual in a comparable situation will experience similar results. Investing involves risk of loss.

We are neither your attorneys nor your accountants and no portion of this material should be interpreted by you as legal, accounting, or tax advice. We recommend that you seek the services of a qualified attorney or accountant.

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