Live the Retirement Lifestyle You Deserve
Let’s connect to talk about where you are in your retirement journey, identify what’s missing for your desired lifestyle, and find out whether we can pursue this together.
Ty Bernicke and Bernicke Wealth Management have been quoted, featured, or referenced in, or contributed research to, these outlets since 2005; this does not imply their endorsement. Ty is also a paying member of the Forbes Finance Council, which allows him to contribute articles to Forbes. Media Disclosure
What You'll Gain From This Call
Biggest Questions
Our team will ask about where you are in your retirement journey, your timeline, and your current plan
You Stand
Whether it is tax planning, income timing, or investment structure, we will help you see what needs attention
Next Steps
You walk away with something useful right away, regardless of whether we work together going forward
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”). Reviewers have not been compensated or received any material incentives for providing a review. No material conflicts of interest have been identified within these reviews. BWM’s Eau Claire office has maintained an “Excellent” 5-star rating on Google since October 16, 2021.
Reviews Disclosure
How It Works
Book Your 15-Minute Call
No paperwork, no commitment. Just pick a time that works and share a few quick details so we can make the most of your 15 minutes.
We Come Prepared
Before the call, our team reviews what you shared so you’re not starting from scratch. You get straight to the questions that matter most to you.
A Honest Conversation
We talk through where you are, what your options may be, and whether we’re the right fit to help. Either way, you leave with clarity.
Frequently Asked Questions
What exactly happens during the 15 minute call?
Our team will ask a few questions about where you are in your retirement journey, then help you identify potential gaps in your plan — whether that’s tax planning, income timing, or investment structure. It’s a focused, straightforward conversation designed to give you something useful right away.
Is there any cost or commitment?
There is no cost or obligation for an initial meeting with our team 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 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. Many of our clients have between $1 million and $5 million (and above) in investable assets, so if that sounds like you, there’s a good chance we’re a strong fit.
How are your fees structured?
Our fee is a simple percentage of the assets we manage — no separate charges for tax planning, investment reviews, or the other services included in our comprehensive approach. The exact percentage varies based on your investment amount and situation, but typically averages around 1%. We’ll always show you a clear side-by-side comparison of what you’re paying now versus what you’d pay with Bernicke before you make any decisions — so there are no surprises.
Do you serve families nationwide?
Yes — while our offices are in Wisconsin and Minnesota, we’re licensed to work with families across 34 states. We meet with many of our clients virtually, so working with us is easy, no matter where you’re located.
How do I know if your team is the right fit?
We work best with pre-retirees and retirees who want a team that explains their strategy (not just manages their money). If you’re within 5 years of retirement (or already there), have investable assets of $500,000 or more, and want a fee-based advisor with no conflicts of interest, there’s a good chance we’re aligned. The 15-minute call is low pressure. It’s just a conversation to see if it makes sense to go further.
Do I need to prepare for this conversation?
No prep needed. Come as you are. It helps to have a general sense of where you are financially (retirement accounts, Social Security timing questions, anything on your mind) but there’s no paperwork or homework required before the call. It’s just a conversation.
See if We're a Good Fit
Let’s connect to talk about where you are in your retirement journey, identify what’s missing for your desired lifestyle, and find out whether we can achieve this together.