Bernicke Wealth Management has been helping people retire earlier for over 35 years. Our team of financial advisors and analysts has been built with a focus on solving complicated financial situations that many individuals will encounter leading up to and throughout retirement.
Through our work, our team has published numerous research articles covering a variety of detailed topics on ways to set pre-retirees up for success when they decide to retire.
Ty Bernicke, CFP®, President & CEO, has over 20 research articles published and/or recognized by The Wall Street Journal, Forbes, The New York Times, Futures Magazine, and many other well-known national and international publications.
Who We Serve
We help individuals over 50 who are within five years of retirement and have a minimum of $1 million in investable assets.
The five years leading up to retirement are crucial for finalizing strategies and making key decisions. With significant assets, you may require sophisticated wealth management and preservation strategies as you transition from wealth accumulation to retirement income planning. By focusing on this demographic, we provide deeply tailored, experienced guidance to navigate the complexities of pre-retirement planning, helping you pursue a secure and fulfilling retirement.
Ready to find out if you’re on track for retirement?
Schedule a quick 15-minute call with one of our CERTIFIED FINANCIAL PLANNER™ professionals to discuss your most pressing questions related to retirement. You can also reach us directly at (866) 832-1173.
Schedule a Quick 15-Minute Call
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