At Bernicke Wealth Management, we believe that the success of one’s investment strategy is predicated on three variables: Research, Coordination, and Team.
Financial Research
Many investors rely on their financial advisors to conduct research, implement their strategy, and monitor their investments. Unfortunately, financial advisors have to wear many hats, including handling client meetings, trading client accounts, and returning client phone calls. These various tasks can leave little time to conduct research. That is why Bernicke Wealth Management has an investment committee that includes our Chief Investment Officer, whose full-time job is to manage money.
Our Chief Investment Officer, Steve Latham, CFP®, CFA, has obtained his CFP®, CFA, and Master’s degree from Creighton University in Investment Management and Portfolio Analysis. We believe that strategies can be more effectively managed with a full-time investment professional educated explicitly in investment management versus a financial advisor attempting to perform research on a part-time basis.
Our President and CEO, Ty Bernicke, CFP®, also serves on our investment committee. Ty’s research on retirement planning, investment management, and tax minimization strategies has been published or cited in numerous national and industry media outlets including Forbes, MarketWatch, and the Journal of Financial Planning, among others, since 2005.
Client Coordination
In addition to placing a great deal of emphasis on research, Bernicke Wealth Management also gathers a comprehensive overview of each client’s financial situation that is updated at least annually. This broad overview includes performing a full net worth review for each client and capturing data on income, charitable goals, contributions, distributions, health insurance needs, and a variety of other information.
Only after understanding the entirety of one’s financial situation can one manage investments effectively. The ongoing communication that provides up-to-date comprehensive knowledge enables us to coordinate your investment strategy with the other moving parts related to your financial situation.
Team Approach
We believe proper investment management requires a team working collectively on behalf of each client. Expecting one person to be an expert on retirement planning, investment strategy, tax minimization, and estate planning is not a reasonable expectation.
For this reason, Bernicke Wealth Management employs a team of financial professionals who specialize in the different areas mentioned. We believe the amount of knowledge available collectively from a group financial specialists multiplies the benefit of each client’s experience.
If you’re wondering whether your current investment strategy is as effective as it could be, schedule a quick 15-minute call with our team to talk through where you are in your retirement journey, get a sense of where there may be gaps, and find out if we’re the right fit to help you move forward. You can also reach us directly at (866) 832-1173.
See What People Are Saying
The Google reviews above may be from current or former clients, or individuals who are not clients of Bernicke Wealth Management (“BWM”). Reviews have not been verified or edited by BWM and do not reflect the views of the firm or its advisors. Reviewers have not been compensated or received any material incentives for providing a review. BWM has maintained an “Excellent” 5-star rating on Google since October 16, 2021. Ratings are subject to change and are not indicative of future investment performance or success. No material conflicts of interest have been identified within these reviews.
