Ty Bernicke and Bernicke Wealth Management have been quoted, featured, referenced, or have contributed original research to the publications and media outlets displayed above between 2005 and 2026. Ty Bernicke is a paying member of the Forbes Finance Council, which provides the opportunity to contribute articles to Forbes. A full list of appearances and contributions can be found by clicking here. These are for informational purposes only and do not constitute an endorsement of Bernicke Wealth Management or its advisors by any of the referenced publications or outlets. Past appearances and contributions are not indicative of future coverage or investment performance or success.
Bernicke Wealth Management is an independent financial firm serving clients across Minnesota and Wisconsin, with offices in Minnetonka, Woodbury, De Pere, and Eau Claire. The wealth strategies we design for you are implemented and closely monitored to help you maintain your desired lifestyle and pursue your financial goals.
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.
Bernicke Wealth Management provides comprehensive wealth management to investors who want financial confidence today and in the future.
We are an independent firm, which means we don’t offer proprietary products; instead, we take a consultative approach based on many factors unique to your situation.
One of our goals at Bernicke Wealth Management is to provide you with financial education throughout the process of working with us, starting before you even become a client. Neither you nor the wealth managers make any commitments without thoroughly discussing services, fees, and expectations. If you’re considering working with us, rest assured that you’ll come away with helpful information regardless of whether you choose to move forward with our firm.
The initial consultation is an exploratory meeting to collect goals, financial information and to decide whether we mutually would like to pursue additional planning opportunities. After the initial meeting, additional meetings are scheduled as needed.
Additional plan design meetings are used to identify an individual’s financial strengths, weaknesses, and opportunities. Stress testing financial assets against one’s goals, providing specific recommendations, and comparing one’s uniquely developed investment plan also occurs at these meetings.
Once a client, ongoing communication continues. Our firm monitors your accounts and contacts you as needed when opportunities are identified. In addition, we review your plans and goals regularly or as your financial situation changes.
Everything at our firm truly requires a team effort. As a client, you work with a team of financial professionals who strive to provide consistent communication and follow-through to help you reach your goals.
In this July 2026 market update, Steve Latham, CFA, CFP®, Chief Investment Officer, explains why the market has shifted from expecting Fed rate cuts to pricing in rate hikes, and walks through the inflation data behind that change, including the growing gap between goods and services prices.
In this June 2026 market update, Steve Latham, CFA, CFP® Chief Investment Officer, explains why the S&P 500’s elevated valuation may not be the warning sign it appears to be, and walks through how the composition of the index has fundamentally shifted since the 1980s in ways that change how we should interpret today’s numbers.
In this May 2026 market update video, Ty Bernicke, CFP®, President & CEO, walks through three estate planning problems that most families never see coming until it’s too late. If you have a blended family, a child who struggles with money, or kids living in certain states, this one is worth a few minutes of your time.
Each client has a core team of professionals working on their behalf. Your core team may also lean on the knowledge of other in-house professionals, outside CPAs, attorneys, and others as needed.
We strive to make our advisory fees easy to understand and transparent. Before becoming a client, we do an analysis that helps you understand what you are presently paying and compare it to what you would pay working with our firm. If you don’t currently understand what you are paying, you may find this process refreshing.
Imagine having all of your assets, liabilities, and income summarized in one location. Our advisors help you maintain this data over time and develop appropriate strategies for each phase of your life.
President Ty Bernicke’s research on investment management and financial planning has been recognized or published in multiple national publications, including Forbes, The Wall Street Journal, and The New York Times. Our wealth managers use Ty’s ongoing pursuit of financial research to help clients maintain their desired lifestyle while pursuing their financial goals.
Your financial overview summarizes your assets, income sources, goals, and other pertinent financial information, which helps your advisor and our internal team develop a plan that we help you implement upon your approval. The core areas that we address for your plan include Investment Management, Tax Minimization, Retirement Income Planning, Estate Planning, and Risk Management.
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