Bernicke Wealth Management, an independent wealth management firm, is expanding its presence with the opening of a new office in the Park Place at Packerland building in De Pere, Wis. This expansion marks the firm’s fourth location and reflects continued growth driven by increasing demand for comprehensive wealth management services.
Bernicke Wealth Management has experienced steady growth in recent years, expanding its team and geographic reach while maintaining a client-first, fiduciary approach. Over the next three years, the company’s strategic vision includes expanding from four to seven office locations.
Bernicke’s new De Pere office will offer its signature monthly educational seminars and webinars, covering essential retirement topics such as tax minimization strategies, health insurance options, social security and retirement income planning.
