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

We believe in superior service through education.

Looking to learn more about a particular financial topic? Bernicke Wealth Management offers live educational workshops around popular topics like Social Security, Investment Management, Health Insurance in Retirement, Estate Planning, and more.

Upcoming Educational Wealth Management Workshops

Expiring Tax Laws Require Quick Changes By Pre-Retirement Baby Boomers

October 10 or 11 from 6:30 to 8:00 PM at the Oak Marsh Golf Course in Oakdale, MN

During this health insurance presentation, you will learn:

Are We Right for You?

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About Us

Bernicke Wealth Management, Ltd. (Bernicke) is an independent, multi-disciplinary firm with 25 employees located outside Eau Claire, in Altoona, Wisconsin. Our financial advisers provide wealth management services for individual investors, businesses, foundations, and nonprofits, including investment planning, retirement planning, estate planning, and tax planning.

© 2022 Bernicke Wealth Management, Ltd.

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Great Valley Advisor Group, a registered investment advisor. Great Valley Advisor Group and Bernicke Wealth Management are separate entities from LPL Financial. The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.