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.

If you’re wondering whether your current retirement plan is as effective as it could be, schedule a quick 15-minute call with our team to talk through where you stand, get a sense of where there may be gaps, and find out if we’re the right fit to help you move forward. You can also reach us directly at (866) 832-1173.

See What People Are Saying

The Google reviews above may be from current or former clients, or individuals who are not clients of Bernicke Wealth Management (“BWM”). Reviews have not been verified or edited by BWM and do not reflect the views of the firm or its advisors. Reviewers have not been compensated or received any material incentives for providing a review. BWM has maintained an “Excellent” 5-star rating on Google since October 16, 2021. Ratings are subject to change and are not indicative of future investment performance or success. No material conflicts of interest have been identified within these reviews.

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Serving Pre-Retirees, Retirees, & Successful Business Owners

See What People Are Saying

Schedule a Quick15-Minute Call

Learn why you may be able to retire earlier than you think.

Schedule a Quick
15-Minute Call