Build your retirement plan with us from home.
We work with clients in 30 states across the country. However you work best, in person, part-time virtual, or fully remote, location isn’t what determines fit.
Zoom
Meetings with your advisor happen on Zoom.
DocuSign
Documents and statements are exchanged and signed through DocuSign.
How each step works virtually.
The intro call is by phone. Meetings after that happen on Zoom.
The intro call
We’ll walk you through how we work, answer your questions, and figure out together whether we’re a good fit.
Matched with an advisor
If we’re a good fit, we’ll match you with one of our advisors based on your location or the specific expertise your situation calls for.
Getting to know you
Your advisor meets with you to understand who you are: your family, your goals, what keeps you up at night, and what you’re most excited about for the future.
A full analysis
We lay out your strengths, weaknesses, opportunities, and threats, so you can see where you stand financially.
A recommendation meeting
We bring it together with a clear path forward, built around your goals.
Ongoing from there
We keep reviewing everything, adjusting as life changes, and making sure the plan keeps working for you, year after year.
One team coordinating your retirement plan.
Your investments, retirement income, taxes, and estate plan all work together as one plan.
Investment Management
The success of your investment strategy comes down to three things: research, coordination, and team.
Retirement Planning
Maintain the lifestyle you want in retirement.
Tax Minimization Strategies
One plan for your taxes, now and years down the road.
Estate Planning
Protecting your family, leaving a legacy.
Clients with $1 million or more in investable assets also have access to our Private Client Group.
The 30 states we're currently working with clients.
- Alabama
- Arizona
- Arkansas
- California
- Colorado
- Florida
- Georgia
- Illinois
- Indiana
- Iowa
- Kansas
- Kentucky
- Massachusetts
- Michigan
- Minnesota
- Missouri
- Montana
- New Hampshire
- New York
- North Carolina
- North Dakota
- Ohio
- Oregon
- South Carolina
- Tennessee
- Texas
- Vermont
- West Virginia
- Wisconsin
- Wyoming
Don’t see your state? That’s not a problem. We can work with clients in other states too, so reach out.
Client states as of 10/9/2026. Disclosure Information
Hear from people who've been through the process.
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
Questions people ask before meeting with us on Zoom.
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, along with business owners. Many of our clients come to us after working with a previous advisor or managing things on their own. If any of that sounds like you, the best way to find out if we're the right fit is a quick call.
Yes. We're currently working with clients in 30 states across the country. Some clients work with us fully 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.
Client states as of 10/9/2026. Disclosure Information
No. You work with the same team and receive the same services, coordinated into one retirement plan. The difference is where the meetings happen: on Zoom instead of in an office.
Your accounts are held at Charles Schwab, and the paperwork to open them is signed through DocuSign, so there's no need to visit an office.
As we build your plan together, we'll ask for more specific information relevant to your situation, like account statements, but you don't need any of that gathered before you reach out.
Where our team works from.
Our advisors work from offices in Wisconsin and Minnesota.
Ty Bernicke, CFP®, named a 2026 Forbes Best-In-State Wealth Advisor (awarded April 7, 2026; data as of June 30, 2025). BWM did not pay for this award but paid a fee to license the logo. Award Disclosure
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