Bernicke Wealth Management
About the Business
Bernicke Wealth Management is a finance institution located at 1565 Bluestem Boulevard in Altoona, Wisconsin, United States. Our team of financial advisors in Eau Claire, WI is dedicated to helping you achieve your financial goals through a holistic approach to wealth management. Services we offer include investment management, retirement planning, estate planning, and tax planning.
We take the time to understand your unique financial situation and goals before creating a personalized financial plan tailored to your needs. Our President and owner, Ty Bernicke, has been recognized by Forbes as a Wisconsin Best-In-State Wealth Advisor for the sixth consecutive year.
At Bernicke Wealth Management, we act in a fiduciary capacity for our clients, ensuring that your best interests are always our top priority. There is no cost or obligation for meeting with a financial advisor at our firm, allowing you to determine if our team can add enough value to justify putting together a more thorough plan.
Whether you are an individual investor, business, foundation, or nonprofit, our team of advisors is here to provide you with high-quality wealth management services. Contact us today to schedule a consultation and start working towards your financial goals.
Photos
Location & Phone number
1565 Bluestem Blvd, Altoona, WI 54720, United States
Hours open
Monday:
8:00 AM - 5:00 PM
Tuesday:
8:00 AM - 5:00 PM
Wednesday:
8:00 AM - 5:00 PM
Thursday:
8:00 AM - 5:00 PM
Friday:
8:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"Enjoyed meeting with Dan and girls for semiannual meeting update. As usual Dan was able to explain all areas that I had questions about. I’m fortunate to have Dan as my advisor!"
"We have been using the services of Bernicke Wealthj Management for twenty years and have been very satisfied. We appreciate the personal attention given to our investment portfolio and also the time spent with us on at least an annual basis to review our finances. We highly recommend this company."
"Dan is knowledgeable about the market, our account, and our unique needs. Katie is also knowledgeable and has been very helpful to us in so many things! Thank you Dan, Katie, and the entire Bernicke team!"
"Lindsey was so well prepared with information I needed today. She had a report that was easy to review and took information I had to update the overview. She knew history I had forgotten and changes that are coming up this year. Very helpful. Always friendly."
"Dan Estenson has gone over and above to help us during a time of uncertainty. In the short time we have been at Bernicke he has managed to help us within their own services and has also helped where he could with advice for products outside their own. His advice has been very valuable to my family. Thank you Dan."
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