Bernicke Wealth Management

Bernicke Wealth Management is an independent, locally-owned firm based in Altoona, Wisconsin. With 22 employees and annual revenue of $4 million, the company provides comprehensive financial services to its clients. Bernicke Wealth Management specializes in investment management, wealth planning, and retirement planning. Their approach is research-driven, utilizing the expertise of Ty Bernicke, whose work has been featured in renowned publications like Forbes, The Wall Street Journal, and The New York Times. The firm differentiates itself by focusing on client education, helping individuals understand their financial situation and achieve their goals. Ty Bernicke's research is integrated into their wealth advisory services, ensuring clients benefit from the latest financial insights. For inquiries or to learn more about their services, you can visit their website at bernicke.com. Securities offered through LPL Financial, Member SIPC sipc.org. Investment advice offered through Great Valley Advisory Group, a registered investment advisor.