Financial Planning in Minnetonka & Twin Cities Metro
Personalized, fiduciary financial planning for retirement, investments, taxes, and estate planning — all in one place.
People Helped Pursue Retirement
Years of Experience
*Forbes Best-In-State Awards
*Forbes Top Registered Investment Advisory Firm
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.
Pre-Retirees
The five years leading up to retirement are crucial for finalizing strategies and making key decisions.
Retirees
Our personally-designed retirement plans include components aimed at ensuring our clients are able to maintain a comfortable lifestyle well after retirement.
Business Owners
The complexities associated with wealth management for business owners require the knowledge of an entire team.
What to Expect When You Book a Consult
In just 15 minutes, you’ll gain:
- Clarity on your retirement timelines and goals
- Insights into potential gaps in your current plan
- Actionable next steps for your retirement journey
Confidently Transition to Retirement with Complete Financial Planning
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
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.
What Makes Our Financial Planning Firm Different?
We have extensive experience working with pre-retirees, retirees, and business owners who want comprehensive wealth and investment management from a full-service financial firm.
- President Ty Bernicke’s research has been featured in Forbes, The Wall Street Journal, and The New York Times.
- We are an independent firm acting as a fiduciary.
- We provide a holistic plan covering investments, taxes, retirement, estate, and risk management.
Publications Featured In
Meet Your Team in Minnetonka, MN
Ty Bernicke, CFP®
President & CEO
Steve Latham, CFA, CFP®
Chief Investment Officer
Lindsey Hendrickson, CFP®
Wealth Manager
Testimonials
Hear From Our Clients
The statements are testimonials by clients of the financial professional as of 12/27/23, 04/18/24, and 04/19/24. The clients have not been paid or received any other compensation for making these statements. As a result, the clients do not receive any material incentives or benefits for providing the testimonial.
Proudly Serving Minnetonka, MN and the Surrounding Twin Cities Metro Area
11100 Wayzata Blvd, Suite 540 – Minnetonka, MN 55305
Frequently Asked Questions
What happens during the consult?
We’ll have a brief discussion about your retirement goals and determine if we’re a good fit.
Is this consult really free?
Yes! There’s no cost or commitment to book your consult. This is generally a 15-minute phone call.
What do I need to prepare?
Just bring your questions and a clear idea of your retirement goals.
Want to Find Out How We Can Help?
Connect with a CERTIFIED FINANCIAL PLANNER™ professional and start your journey to a confident retirement.
Bernicke Wealth Management is an independent financial firm serving pre-retirees and business owners. We are a fiduciary team committed to putting clients first with comprehensive, research-driven solutions for investment management, retirement planning, tax minimization strategies, and estate planning.
3500 Packerland Drive, Suite 200
De Pere, WI 54115
1565 Bluestem Blvd
Altoona, WI 54720
11100 Wayzata Blvd, Suite 540
Minnetonka, MN 55305
1625 Radio Drive, Suite 110
Woodbury, MN 55125