Wealth Management Services For Business Owners

Our financial advisors at Bernicke Wealth Management provide an array of services to help business owners in Wisconsin and Minnesota plan for their futures.

Wealth Management Services For Business Owners

The complexities associated with wealth management for business owners require the knowledge of an entire team. At Bernicke Wealth Management, we have a team of financial specialists to help successful business owners with a variety of services related to the following areas:

Tax minimization strategies
Comprehensive investment management
Strategic financial planning
Retirement plan consulting
Transferring your business to the next generation
Maximizing the value of your business for a future sale
Cash management maximization
Estate planning

Who We Serve

We help individuals over 50 who are within five years of retirement and have a minimum of $1 million in investable assets.

The five years leading up to retirement are crucial for finalizing strategies and making key decisions. With significant assets, you may require sophisticated wealth management and preservation strategies as you transition from wealth accumulation to retirement income planning. By focusing on this demographic, we provide deeply tailored, experienced guidance to navigate the complexities of pre-retirement planning, helping you pursue a secure and fulfilling retirement.

Ready to find out if you’re on track for retirement?

Schedule a quick 15-minute call with one of our CERTIFIED FINANCIAL PLANNER^™ professionals to discuss your most pressing questions related to retirement. You can also reach us directly at (866) 832-1173.

Schedule a Quick 15-Minute Call

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Wealth Management Services For Business Owners

Our financial advisors at Bernicke Wealth Management provide an array of services to help business owners in Wisconsin and Minnesota plan for their futures.