Ty Bernicke Named To Forbes’ 2022 Best-In-State Wealth Advisors List

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Bernicke Wealth Management

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:

“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.

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