Bernicke Wealth Management - Financial Advisor in Woodbury, MN | WiserAdvisor.com

Bernicke Wealth Management, Ltd. is an independent, multi-disciplinary financial firm serving Wisconsin and Minnesota. The wealth strategies we design for you are implemented and closely monitored to help you maintain your desired lifestyle and pursue your financial goals.

Bernicke Wealth Management

Lindsey is a Wealth Manager who strives to provide an individualized and exceptional client experience. Lindsey is passionate about helping clients identify their unique financial goals and aligning them with the resources to achieve those goals through various strategies, including investment management, income planning, and the implementation of tax minimization strategies. When you meet Lindsey, you will appreciate her friendly attitude and attention to detail. While out of the office, Lindsey enjoys traveling, cooking, hiking, and spending time with her family.

Mitchell is a Wealth Manager who works to deliver excellent customer service. He strives to provide clients with the best possible experience while they navigate through their financial journey. While out of the office, Mitch enjoys traveling with his wife, playing golf, and spending time with his family.

Dan is a Lead Wealth Manager who helps clients reach their lifelong goals through retirement income planning, tax minimization strategies, and wealth planning. Dan also helps develop college education funding strategies for our clients, in an effort to reduce the increasing costs of post-secondary education. He lives in Chippewa Falls with his wife, Nicole, and three children. In his free time, Dan enjoys traveling, the outdoors, and spending time with his family.

In Steve's role as Chief Investment Officer, he strives to make the financial markets' complexities understandable and approachable for his clients. Investing in an ever-changing world requires a stable and repeatable process that can be implemented alongside a well-thought-out financial plan. Steve's background using stocks, bonds, mutual funds, ETFs, and alternative investments provides his clients with a well-rounded approach towards pursuing their long-term goals. Outside of work, Steve likes to spend his time traveling with his family, playing golf, and trying new restaurants with friends and family.

Ty Bernicke is the President of Bernicke Wealth Management and serves as an Executive Wealth Manager. Ty currently works with a limited number of clients who require wealth and/or investment management services. His research on investment management, retirement planning, and tax minimization strategies has been published or recognized by The Wall Street Journal, Forbes, The New York Times, Futures Magazine, and many other well-known national and international publications. Ty Bernicke and Bernicke Wealth Management give back to the community and environment through numerous charitable endeavors. Ty spends his free time with his wife, two daughters, and one son. He also likes to fish, golf, and exercise.

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Bernicke Wealth Management

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