Wealth management for people approaching retirement, already retired, or running a business.
Ty Bernicke and Bernicke Wealth Management have been quoted, featured, or referenced in, or contributed research to, these outlets since 2005; this does not imply their endorsement. Ty is also a paying member of the Forbes Finance Council, which allows him to contribute articles to Forbes. Media Disclosure
$1 million or more? Our Private Client Group gives you a dedicated team of advisors and specialists. Explore the Private Client Group
We call it holistic wealth management: advanced planning, relationship management, and investment consulting, coordinated together rather than handled by one advisor working alone.
The success of your investment strategy comes down to three things: research, coordination, and team.
Maintain the lifestyle you want in retirement.
One plan for your taxes, now and years down the road.
Protecting your family, leaving a legacy.
The Google reviews above may be from current or former clients, or individuals who are not clients of Bernicke Wealth Management (“BWM”). Reviewers have not been compensated or received any material incentives for providing a review. No material conflicts of interest have been identified within these reviews. BWM’s Eau Claire office has maintained an “Excellent” 5-star rating on Google since October 16, 2021. Reviews Disclosure
Ty Bernicke, CFP®, our President and CEO, has had research on retirement planning, investment management, and tax minimization published or cited in Forbes*, MarketWatch, and the Journal of Financial Planning since 2005. Our wealth managers put that ongoing research to work for you.
We’re not employed by a large corporation with products we’re encouraged to sell. We act in a fiduciary capacity, the same standard every RIA is held to, and recommend solutions that we believe will help you reach your unique goals.
You have a core team working on your behalf, and investment decisions go through our committee, led by a full-time Chief Investment Officer. Your team may also lean on in-house specialists, outside CPAs, attorneys, and others as needed.
Ty Bernicke has been recognized by Forbes as a Wisconsin Best‑In‑State Wealth Advisor for nine consecutive years.
Forbes Best-In-State Wealth Advisors ranking developed by SHOOK Research, LLC. Awarded April 7, 2026 based on data as of June 30, 2025. Neither SHOOK Research nor Forbes receives compensation for placement on the rankings. Rankings are not indicative of future performance or representative of any one client’s experience. *Ty Bernicke is a paying member of the Forbes Finance Council, which provides the opportunity to contribute articles to Forbes. Disclosure
Ty Bernicke shares how the firm started and why helping people get what they want is still at the center of how we work.
We walk you through how we work, answer your questions, and figure out together whether we’re a good fit.
Your advisor learns about your family, your goals, what keeps you up at night, and what you’re most excited about.
We lay out your strengths, weaknesses, opportunities, and threats so you can see where you stand financially.
We bring it all together with a clear path forward built around your goals, then keep reviewing and adjusting as life changes.
We pair you with an advisor based on your location or the expertise your situation calls for.
After a complete analysis of your financial situation, we give you specific recommendations along with a side-by-side comparison of your current cost versus the cost of moving forward with us. Our fee is a percentage of the assets we manage, with no separate fee for additional planning services. It ranges from .10% to 1.75%, averaging around 1%, depending on the amount invested and scope of services.
We work best with people over 50 who are within five years of retirement or already retired, with $500,000 or more in investable assets, along with business owners. Many of our clients come to us after working with a previous advisor or managing things on their own. If any of that sounds like you, the best way to find out if we're the right fit is a quick call.
We have four locations across Wisconsin and Minnesota: De Pere and Eau Claire, Wisconsin, and Minnetonka and Woodbury, Minnesota. Together, these offices serve the Green Bay Metro Area, the Chippewa Valley Area, and the Twin Cities. We’re also currently working with clients in 30 states across the country.
Client states as of 10/9/2026. Disclosure Information
That's common, and it's one of the best reasons to get a second opinion. A financial advisor typically focuses on managing your investments. A CPA typically focuses on your current year's taxes. What often gets missed is the gap in between: future income planning, tax strategy, and health insurance costs before Medicare, among others. That's exactly what we look for: opportunities you may be missing in your current plan.
Your accounts are held at Charles Schwab. We manage the investments within them.
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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.
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.
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.
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