Schedule Your Retirement Strategy Session
Answer these quick questions to confirm this session is the right fit. If it is, you will book your time on the next screen.
WHAT YOU GET
A Focused 15‑Minute Call With Our Team
- A conversation about where you are in your retirement journey and what's top of mind
- A chance to identify whether there may be gaps worth exploring in your plan
- Clarity on whether we may be the right fit to help for your situation
- No sales pitch, no pressure, and no obligation to move forward
WHAT HAPPENS ON THE SESSION
Here Is How It Works
We Ask a Few Questions
Our team will ask about where you are in your retirement journey, your timeline, and your current plan
We Identify Gaps
Whether it is tax planning, income timing, or investment structure, we will help you see what needs attention
You Leave With Next Steps
You walk away with something useful right away, regardless of whether we work together going forward
WATCH
Becoming A Client
40
Years serving families in Wisconsin & Minnesota
900+
Current families being guided through retirement
#5 in WI
Ty Bernicke, Forbes Best-In-State Advisor (9 consecutive years)
97%
Client retention rate
Award Disclosure
Forbes Best-In-State Wealth Advisors ranking developed by SHOOK Research, LLC. Awarded April 7, 2026 based on data as of June 30, 2025. Neither SHOOK Research nor Forbes receives compensation for placement on the rankings. Rankings are not indicative of future performance or representative of any one client’s experience.
Review Disclosure
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 January 29, 2026. 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.
FAQS
What You Might Be Wondering
After a complete analysis of your financial situation, we give you specific recommendations along with a side-by-side comparison of your current cost versus the cost of moving forward with us. Our fee is a percentage of the assets we manage, with no separate fee for additional planning services. It ranges from .10% to 1.75%, averaging around 1%, depending on the amount invested and scope of services.
Yes, $500,000 in investable assets. That minimum exists so the depth of planning you receive, research, coordination, and a full team behind your accounts, is worth the fee you're paying. There's no upper limit on how much you can invest with us.
We offer investment management, retirement planning, tax minimization, and estate planning, coordinated into one plan rather than handled separately. Clients with $1 million or more in investable assets also have access to our Private Client Group, which adds additional planning benefits across all four areas.
Yes. We're registered to serve clients in 34 states. Some clients work with us entirely virtually and have never been to one of our offices. Others split their time between meeting in person and virtually, including a number of clients who spend winters in a warmer state.
We work best with people over 50 who are within five years of retirement or already retired, with $500,000 or more in investable assets. We also work with business owners who will be selling or transitioning their business to the next generation of owners. Many of our clients come to us after working with a previous advisor, or managing things on their own, and are surprised to discover services they didn't know existed. If that sounds like you, the best way to find out if we're the right fit is a quick call.
Let's Start With You
If you would like to speak to one of our professionals immediately regarding your unique situation, please call: