Bernicke Wealth Management is a wealth management firm in Minnetonka, MN. The firm provides investment management, retirement planning, tax minimization strategies, and estate planning services to pre-retirees, retirees, and business owners. Serving clients across Minnesota and Wisconsin, the firm has maintained an excellent 5-star rating on Google since 2021.
As an independent firm, Bernicke Wealth Management does not offer proprietary products, instead focusing on research-driven solutions tailored to individual goals. The professional team includes CERTIFIED FINANCIAL PLANNER™ professionals and tax planning specialists who work collaboratively to monitor and implement wealth strategies. The firm's history dates back to 1985, rooted in a family legacy of prioritizing the client's best interest. President and CEO Ty Bernicke, CFP®, has contributed original research and articles to various national media outlets, including Forbes, MarketWatch, and The New York Times.
Bernicke Wealth Management is located on Wayzata Blvd.
The firm is recognized for its commitment to the fiduciary standard, acting in the best interest of its clients through a collaborative and client-focused approach. With a long-standing reputation for excellence, the team provides the specialized expertise necessary to help individuals and business owners navigate complex financial transitions and maintain their desired lifestyles.
Bernicke Wealth Management provides comprehensive, research-driven financial planning for those seeking stability and confidence in Minnetonka.