Experienced Woodbury Financial Advisor
Are you looking for a financial advisor in Woodbury, MN? 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 $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.
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.
Estate planning: We can help you preserve your assets and ensure that your wishes are carried out after your death.
Tax minimization: Our goal is to help you minimize your taxes and maximize your after-tax income.
About Bernicke Wealth Management
Bernicke Wealth Management is a multi-disciplinary financial firm located in Woodbury, Minnesota. Our goal has always been to help people invest smarter and retire earlier while educating clients on holistic wealth management strategies since 1985.Â
Originally founded in Wisconsin in 1985, we opened our Woodbury branch in 2022 to serve clients in the Minneapolis–Saint Paul metro area.Â
Our Woodbury office is conveniently located less than 10 miles from Downtown St. Paul and only a half-hour from Central Minneapolis at 1625 Radio Dr, Suite 110, Woodbury, MN 55125.
Business hours are Monday through Friday, 8 am – 5 pm.
Ty Bernicke, Best-In-State Wealth Advisor
Ty Bernicke, President and owner of Bernicke Wealth Management, was recently recognized by Forbes as a Wisconsin Best-In-State Wealth Advisor for the seventh year in a row. We’re excited to bring our wealth of financial knowledge to serve clients in Minnesota.
Frequently Asked Questions
What's Next?
If you are looking for a financial advisor in Woodbury, 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 (651) 381-4200.
Schedule a Quick 15-Minute Call
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