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Who We Serve

At Bernicke Wealth Management our client base includes pre-retirees, retirees, and successful business owners who will be selling or transitioning their business to the next generation of owners.

Individuals who come to Bernicke Wealth Management will be provided comprehensive financial planning services by a team of specialists. Our team of experienced specialists will help coordinate your retirement planning, tax minimization, investment management, and estate planning goals.

Serving Pre-Retirees, Retirees, & Successful Business Owners

We help individuals over 50 who are within five years of retirement and have a minimum of $500,000 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.

See What Our Clients Say

Clients have not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

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.

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