Bernicke Wealth Management

Bernicke Wealth Management is a wealth management firm with offices in Wisconsin and Minnesota. The firm assists clients in building, growing, managing, and safeguarding their wealth through personalized investment management and financial planning. Bernicke Wealth primarily works with individuals, high-net-worth individuals, trusts, estates, and foundations. Portfolio management is tailored to each client's specific objectives, time horizon, risk tolerance, and liquidity needs. The firm utilizes a top-down, macroeconomic approach to asset allocation and constructs portfolios using a mix of exchange-traded funds, individual stocks and bonds, mutual funds, and sometimes alternative investments such as private funds, interval funds, and structured notes. Financial planning is included as part of the investment management services at no additional charge, covering areas such as retirement, taxes, estate planning, and cash flow. Standalone financial planning and consulting services are also available upon request for a separate fee.