Bernicke Wealth Management, Ltd.

More Info

Research driven investment solutions.

General Info

Since 1985, Bernicke Wealth Management, Ltd. has grown into a multi-disciplinary firm with over 25 employees. The financial advisors at Bernicke Wealth Management, Ltd. provide wealth services for individual investors, businesses, foundations, and nonprofits. The wealth strategies that the professionals design are implemented and closely monitored to help give clients a high likelihood of maintaining their desired lifestyles while achieving their financial goals. These services are provided in a collaborative effort by our team of professionals, which includes CERTIFIED FINANCIAL PLANNERS™ Professionals, CPAs*, and our network of niche professionals. In addition, Ty Bernicke's research on investment management and financial planning has been recognized in multiple national publications including Forbes, The Wall Street Journal, and the New York Times. Ty also is frequently quoted and interviewed by national media. Appearances include CNN's "In the Money", CNBC's "Squawk Box", and "Morning Call". Ty's relentless pursuit of financial research is used by our wealth advisors to help clients achieve their unique financial aspirations. *CPA services are not services of Triad Advisors, Inc.

Email

Email Business

Services/Products

Investment Management, Tax Minimization, Estate Planning, Income Planning, Asset Preservation

Payment method

check

Location

In the new River Prairie development in Altoona, WI, across from Woodman's, near Staybridge Hotel.

Other Link

http://www.bernicke.com

Categories

Financial Planners, Financial Planning Consultants, Financial Services, Financing Consultants

Reviews

Details

Phone: (715) 832-1173

Address: 1565 Bluestem Blvd, Altoona, WI 54720

Website: http://www.bernicke.com