One of our goals at Bernicke Wealth Management is to provide you with financial education throughout the process of working with us, starting before you even become a client. Neither you nor the wealth managers make any commitments without thoroughly discussing services, fees, and expectations. If you’re considering working with us, rest assured that you’ll come away with helpful information regardless of whether or not you choose to move forward with our firm.
Bernicke Wealth Management is an independent firm whose professionals manage investment portfolios for individuals, non-profit organizations, and businesses.
Your investment portfolio is carefully coordinated with other aspects of your financial situation through a comprehensive wealth management process. When your needs require special expertise, the process may include advanced planning and investment consulting.
Advanced planning includes developing, coordinating, and subsequently maintaining tax, estate, and risk management plans with in-house and external professionals. Investment consulting requires developing investment plans, maintaining the plan throughout changing economic conditions, and coordinating your investments with other aspects of the wealth management process.