Your Partner in Confident Retirement Planning
Are you looking for a financial advisor in Eau Claire, WI? Bernicke Wealth Management can help you pursue your financial goals. We are a financial planning firm that offers a wide range of services, including investment management, retirement planning, estate planning, and tax planning. We believe in taking a holistic approach to wealth management, and we will work with you to create a personalized financial plan that meets your unique needs.
We understand that everyone’s financial situation is different, which is why we take the time to get to know you and your goals before we make any recommendations. We will ask you about your income, expenses, assets, liabilities, and retirement goals. We will also discuss your risk tolerance and investment objectives. Once we have a good understanding of your situation, we will develop a financial plan that is tailored to your specific needs.
Who We Serve
We help individuals over 50 who are within five years of retirement and have a minimum of $500,000 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.
Financial Planning Services
Investment management: We can help you build a diversified portfolio that meets your risk tolerance and investment objectives.
Retirement planning: We can help you create a retirement plan that will help you work toward your retirement goals.
Tax minimization strategies: Our goal is to help you minimize your taxes and maximize your after-tax income.
Estate planning: We can help you preserve your assets and ensure that your wishes are carried out after your death.
About Bernicke Wealth Management
Bernicke Wealth Management is an independent, multi-disciplinary financial firm located in Eau Claire, Wisconsin. Our goal has always been to help people invest smarter and retire earlier while educating clients on holistic wealth management strategies since 1985.
Our Eau Claire office is conveniently located just 3 miles from downtown Eau Claire at 1565 Bluestem Blvd. Altoona, WI 54720.
Business hours are Monday through Friday, 8 am – 5 pm.
Meet Your Local Wealth Manager
Dan Estenson, CFP®, AIF®
Lead Wealth Manager
See What Our Clients Say
“We have been using the services of Bernicke Wealth Management for twenty years and have been very satisfied. We appreciate the personal attention given to our investment portfolio and the time spent with us on at least an annual basis to review our finances. We highly recommend this company.”
– John, Altoona, WI
This statement is a testimonial by a client of the financial professional as of 04/19/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.
Our Office Photos in Eau Claire, WI
Frequently Asked Questions
How much does it cost to meet with a financial advisor?
There is no cost or obligation for an initial meeting with a financial advisor at Bernicke Wealth Management. This conversation will allow us to understand your goals and financial situation, and it will allow you to ask us questions.
The purpose of this conversation is to help you determine if our team can add enough value to justify putting together a more thorough plan.
Book a 15-minute call today and you’ll gain:
- Clarity on your retirement timeline and goals
- Insights into potential gaps in your retirement plan
- Actionable next steps for your retirement journey
What services does Bernicke Wealth Management offer?
The wealth managers at Bernicke Wealth Management act as your personal Chief Financial Officer, working with you to build and grow your financial future.
One of our goals at Bernicke Wealth Management is to provide you with financial education throughout the process of working with us, starting before you even become a client.
Our team of experienced specialists will help coordinate your retirement planning, tax minimization, investment management, and estate planning goals.
What is the minimum to become a client?
To help ensure an optimal client experience, we focus on individuals over 50 who are within five years of retirement and have a minimum of $500,000 in investable assets.
Do I have to live in Eau Claire to work with you?
No, we proudly serve clients throughout Wisconsin and Minnesota, offering both in-person meetings at our offices and convenient virtual meetings to meet you wherever you are.
Can you help with retirement planning before Medicare eligibilty?
Absolutely. We provide guidance for pre-Medicare retirees, including health insurance planning and investment strategies tailored to your unique timeline.
What's Next?
If you are looking for a financial advisor in Eau Claire, WI, contact Bernicke Wealth Management today. We would be happy to schedule a quick 15-minute call to discuss your financial needs. You can also reach us directly at (715) 832-1173.
Schedule a Quick 15-Minute Call
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