Bernicke Wealth Management
Finance · Wisconsin, United States · 11-50 Employees
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Overview
Headquarters
1565 Bluestem Blvd, Altoona, Wisconsin, ...Phone Number
(715) 832-1173Website
www.bernicke.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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About Bernicke Wealth Management
Bernicke Wealth Management is an independent financial firm located in the Eau Claire, Wisconsin area and the Twin Cities metro, specializing in investment management, retirement planning, tax minimization, and estate planning services. The firm primarily serves individual investors and business owners over 50 who are nearing retirement and possess a minimum of $1 million in investable assets. With a team of financial professionals, Bernicke Wealth Management emphasizes a consultative approach tailored to each client's unique situation, ensuring ongoing communication and support. Their comprehensive wealth management strategies aim to help clients maintain their desired lifestyle while pursuing their financial goals.Explore more
Bernicke Wealth Management Org Chart
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Bernicke Wealth Management financials insights
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2020
Debt
$150K
Bernicke Wealth Management Tech Stack
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Most Recent Scoops
Facilities Relocation / Expansion
Facilities Relocation/Expansion, Real Estate, Office Operations
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Partnership
Partnership, Financial Planning, Compliance, Sales Development
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Bernicke Wealth Management News & Media
Great Valley Advisor Group Adds Bernicke Wealth Management
PAOLI, Pa.--(BUSINESS WIRE)--Great Valley Advisor Group (“GVA”), a technology-driven full-service registered investment adviser (“RIA”) that partners with select independent financial advisors to support growth and provide access to superior practice management and business strategy resources, has added Bernicke Wealth Management (“BWM”) to its network of advisors. BWM joined GVA via its hybrid affiliation model. Based in Altoona, Wisconsin, BWM is an independent wealth management firm that pro
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Bernicke Wealth Management is an independent financial firm located in the Eau Claire, Wisconsin area and the Twin Cities metro, specializing in investment management, retirement planning, tax minimization, and estate planning services. The firm primarily serves individual investors and business owners over 50 who are nearing retirement and possess... Read More
