Bernicke & Associates Ltd. is an independent wealth services company. Our advisors specialize in providing comprehensive financial solutions for a select group of individuals and successful business owners who have retired or will be retiring within 10 years as well as foundations. By creating long term partnerships with our clients, our team of investment, tax, estate, and niche professionals design tailored financial strategies for each client’s unique circumstances.
We pride ourselves on maintaining highly researched financial strategies. Ty Bernicke’s research on investment management, retirement planning, and tax reduction strategies has been recognized in numerous publications including the Wall Street Journal, New York Times and CNN. Ty also is a contributing author to Forbe’s “Expert View”.
Bernicke & Associates Ltd is a member of Eau Claire Area Chamber of commerce Since 2003.
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