Ty Bernicke, President and owner of Bernicke Wealth Management, located just outside of Eau Claire in Altoona, Wisconsin, was recently recognized as a Best-In-State Wealth Advisor by Forbes for the fifth year in a row. The list spotlights exceptional financial advisors with at least seven years of experience who are 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.
