Bernicke Wealth Management

Financial ServicesWisconsin, United States11-50 Employees

Bernicke Wealth Management is an independent financial firm serving pre-retirees and business owners. We are a fiduciary team committed to putting clients first with comprehensive, research-driven solutions for investment management, retirement planning, tax minimization strategies, and estate planning.

Fiduciary Standard
Working in a fiduciary capacity means we are legally bound to act in the best interest of our clients. As an independent firm, we do not have proprietary products that we recommend. Instead, we recommend solutions that we believe will help you reach your unique goals.

Client-Focused
The wealth strategies we design for you are implemented and closely monitored to help you maintain your desired lifestyle and pursue your financial goals. These services are provided in a collaborative effort by our team of professionals, including CERTIFIED FINANCIAL PLANNER™ professionals, tax planning professionals, and our network of niche professionals.

Research-Driven
Ty Bernicke’s research on investment management and financial planning has been published or recognized in multiple national publications, including Forbes, The Wall Street Journal, and The New York Times. Ty also has been quoted and interviewed by national media. Appearances include CNN‘s In the Money, CNBC‘s Squawk Box, and Morning Call. 

The use of Ty Bernicke’s research or publication of articles he has written does not indicate an endorsement of his work as an Investment Advisor. The publications did not receive compensation for publishing Mr. Bernicke’s work.

Advisory products and services offered by Investment Advisory Representatives through Bernicke Wealth Management, a Registered Investment Advisor. Securities offered by Registered Representatives through Private Client Services, Member FINRA/SIPC. Bernicke Wealth Management and Private Client Services are unaffiliated entities.

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