Retirement Planning for Green Bay and Brown County Residents
Bernicke Wealth Management works with pre-retirees and retirees throughout the Green Bay area and surrounding Brown County communities. Our De Pere office is less than 10 miles from downtown Green Bay, and we regularly work with clients across the greater Green Bay metro.
Green Bay is home to a diverse mix of professionals, business owners, and longtime Wisconsin families, many of whom have spent decades building their retirement savings and are now focused on making the most of them. Whether you have a 401k, a pension, or a combination of both, coordinating those income sources in retirement requires careful planning. Our team has direct experience helping clients work through those decisions.
We focus on individuals over 50 with $500,000 or more in investable assets who are within five years of retirement or recently retired.
What you can expect working with our team
Customized retirement planning: Tailored guidance to help you know when you can retire comfortably and how to sustain your lifestyle.
Investment management: Thoughtful strategies aligned with your risk tolerance and long-term goals.
Tax planning: Strategic approaches to potentially minimize taxes and maximize your wealth.
Ongoing communication: Proactive updates and check-ins to keep your plan on track.
Do you need an advisor near Green Bay, WI to help you pursue your financial independence?
- Are you unsure if your investment choices are properly balanced for your retirement timeline?
- Concerned that your money might be handled without the care and responsibility it deserves?
- Wondering if you’re financially prepared to retire comfortably?
- Feeling hesitant about trusting financial advisors after past experiences?
- Looking for a local financial partner who invests their own money with the same care as yours?
- Ready not just to retire, but to enjoy a thriving, financially confident retirement lifestyle?
Serving Green Bay and Brown County
Green Bay and the surrounding Brown County communities have a strong tradition of hard work and financial independence. Many residents have spent their careers with local employers, accumulating retirement savings across multiple accounts over decades. As retirement approaches, the challenge shifts from saving to making those assets last and work efficiently.
We help Green Bay area clients understand how to structure their retirement income, minimize their tax burden, and plan for healthcare costs before Medicare eligibility, so they can retire with confidence rather than uncertainty.
Financial planning built on four decades of trust
Bernicke Wealth Management is an independent, fee-only financial firm founded in Wisconsin in 1985. For over 40 years, we have served pre-retirees and retirees across Wisconsin and Minnesota, with offices in De Pere and Eau Claire, WI and Woodbury and Minnetonka, MN.
Ty Bernicke has been named a Forbes Best-In-State Wealth Advisor in Wisconsin every year from 2018 through 2025.
Our De Pere office is located less than 10 miles from downtown Green Bay at 3500 Packerland Dr Suite 200, De Pere, WI 54115. Business hours are Monday through Friday, 8 am – 5 pm.
Meet your local wealth manager
Mitchell VanDenMeerendonk, CFP®
With his CFP® credential, Mitchell is able to offer clients comprehensive financial planning alongside advanced strategies for potentially preserving, growing, and transferring wealth. This certification demonstrates his commitment to fiduciary advice and his knowledge in addressing complex needs faced by high-net-worth individuals, including tax optimization, estate planning, and asset protection.
See what our clients say
Clients have 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.
Begin building your retirement plan with us
Step 1: Book your free 15-minute call
Connect with an advisor near Green Bay for a no-obligation initial conversation to discuss your financial situation and goals.
Step 2: Develop your personalized plan
Work collaboratively with your advisor to design a comprehensive plan that addresses retirement readiness, investment strategies, and tax considerations.
Step 3: Start making your financial goals a reality
Implement your financial plan confidently with ongoing support, adjustments, and education from our team.
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 Green Bay to work with you?
No, we proudly serve clients throughout Minnesota and Wisconsin, 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.
If you are looking for a financial advisor serving Green Bay, WI, contact Bernicke Wealth Management today. Schedule a quick 15-minute call using the form below to discuss your financial needs, or reach us directly at 920-278-2510.
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