First, no client’s goals and circumstances are the same. Everyone builds wealth in unique ways. Some clients are saddled with sophisticated financial situations that have evolved over decades, sometimes blessed with having experienced multiple liquidity events. Others may have just experienced a large, sudden, liquidity event for the first time in their lives. In either case, Janiczek® serves all clients individually based on their unique circumstances and goals.
While levels of experience, sophistication and circumstances vary, decades in the trenches with clients have helped us acutely understand what strong and solid balance sheets, portfolios, trusted advisor teams and cash flows look like, and what the tell tale signs of weakness and vulnerability look like. It is this knowledge and experience that the Janiczek® Team brings to the table for its clients.
Janiczek® pioneered two disciplines specifically designed to transform our clientele to a whole new level of financial excellence. Every Janiczek® client receives their own personalized array of services centered on our two foundational disciplines: Evidence Based Investing (EBI) and Strength Based Wealth Management (SBWM).
No one else does this like Janiczek®, nearly a quarter century of proprietary system and tool development within these two disciplines make our patent-pending approach unique.