Bernicke Wealth Management Email Format
Financial ServicesWisconsin, United States11-50 Employees
Bernicke Wealth Management is an independent financial services firm based in Altoona, Wisconsin, that serves pre-retirees and business owners. As a fiduciary practice, the firm is legally obligated to act in the clients' best interests and does not rely on proprietary products, instead recommending solutions aligned with individual goals. Its offerings span investment management, retirement planning, tax minimization strategies, and estate planning, delivered through a collaborative team that includes CERTIFIED FINANCIAL PLANNER™ professionals and tax planning experts. Operating as a Registered Investment Advisor, Bernicke Wealth Management maintains independence while coordinating with Private Client Services for securities transactions. In January 2026, the firm expanded with a new office in De Pere, Wisconsin, extending its regional presence; it was recognized as a Top RIA Firm for 2023 by Forbes.