Ty Bernicke, President and owner of Bernicke Wealth Management, located just outside of Eau Claire in Altoona, Wisconsin, was recently recognized on the Forbes best-in-state wealth advisors list for the sixth year in a row. The list spotlights exceptional financial advisors with at least seven years of experience. These wealth advisors are also proven leaders in offering best practices and providing high-quality experiences for clients.
The study looks at qualitative and quantitative data based on both in-person and telephone due diligence meetings, alongside a ranking algorithm that includes data metrics for:
- Client retention
- Assets under management
- Compliance records
- Industry experience
- Team dynamics
- Community involvement
- Investing process
- Best practices with clients
“Bernicke Wealth Management takes pride in striving to do what is best for our clients, being transparent, and positively impacting their lives,” said Bernicke. “Having those efforts recognized is a tremendous honor.” For details about the methodology or the complete list, visit Forbes Best-in-State Study.
About the Best-In-State Study
The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria gained through interviews and quantitative data. Portfolio performance is not a criterion due to varying client objectives and a lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.
If you’re interested in working with Ty and our team at Bernicke Wealth Management, schedule your complimentary consultation today.
Read More of Ty Bernicke’s Articles as Published in Forbes
Is A Roth IRA Conversion The Right Strategy For You?
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Key Investment Concerns For Early Retirees
Minimizing taxes, obtaining affordable health insurance, and having ample penalty-free income at a young age are all critical variables for early retirement.
Four Advantages of Owning Stocks Over Mutual Funds or ETFs
Learn how you can reduce your expenses & taxes by owning stocks versus mutual funds or ETFs.
