Rich Berkley | Financial Advisor

This is a local sales office for Principal Financial Group. Our financial professionals will work closely with you on a consultative needs-based approach to find solutions that will help you reach your financial goals.

Bernicke Wealth Management, located in Minnetonka, MN, is a financial planning firm offering comprehensive services. Our financial advising team provides investment management, retirement planning, estate planning, and tax minimization for individual investors, businesses, foundations, and nonprofits. Advisory products and services offered by Investment Advisory Representatives through Bernicke Wealth Management, a Registered Investment Advisor. Securities offered by Registered Representatives through Private Client Services, Member FINRA/SIPC. Bernicke Wealth Management and Private Client Services are unaffiliated entities.

I collaborate with clients in long term planning to ensure my clients achieve their goals. I give clients peace of mind by making customized strategies that fit right with their lifestyle. Our company and its affiliates are established leaders in the financial services industry. With our experience and knowledge, we offer customized guidance and strategies to our clients.