Network·Family Office

Bernicke Wealth Management

Unclaimed

📍 ALTOONA, WI

Family Officetechnologyhealthcareenergymedia
www.bernicke.com/blog/

SEC CRD #801-132485

About

Blog | Bernicke Wealth Management Skip to content 866-832-1173 Blog Contact Us Client Center Search Search Blog market update Is the S P 500 Growing Too Fast? | June 2026 Market Update In this April 2026 market update, Steve Latham, CFA, CFP® and Chief Investment Officer at Bernicke Wealth Management reviews where market valuations stand today and what history suggests future returns may look like from current levels, including a closer look at international markets and the case for diversification in 2026. Read More » Steve Latham, CFA, CFP® Chief Investment Officer June 12, 2026 market update 3 Uncommon Estate Planning Problems You Should Be Aware Of | May 2026 Market Update In this May 2026 market update video, Ty Bernicke, CFP®, President CEO, walks through three estate planning problems that most families never see coming until it s too late. If you have a blended family, a child who struggles with money, or kids living in certain states, this one is worth a few minutes of your time. Read More » Ty Bernicke, CFP® President CEO May 12, 2026 Press Release Ty Bernicke Named to Forbes 2026 Best-In-State Wealth Advisors List Altoona, Wis. – April 23, 2026 – Bernicke Wealth Management is proud to announce that Ty Bernicke, CFP®, President and CEO, has been named to the Forbes 2026 Best-In-State Wealth Advisors list. This marks the ninth consecutive year Ty has received this prestigious recognition. Read More » Bernicke Wealth Management April 23, 2026 market update What Histor

Key Contact

KW

KRISTIE WEBER

CCO

📞 (715) 832-1173

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Geographic Focus

wiunited statesglobalnortheast

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AUM

$887M

Check Size

$2.0B–$2.0B

Location

ALTOONA, WI

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