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Joseph JaniczekI’m in Times Square in New York City celebrating the New Year and very recent birth of our first grandchild. 🙂

Given this is our special 25-Year Anniversary as a company, we created two "special edition" resources to help clients and friends spring board into 2015 with great focus and purpose. Just click on the download buttons below for an instant PDF copy our "Making 2015 an Extraordinary Year" and "Recommended Books, Apps and Resources" guides.

patented-JaniczekI am so pleased to announce that today, on December 2, 2014, the U.S. Patent and Trademark Office granted patent number 8,903,739: Systems and Methods for Optimizing Wealth, of which I am the inventor.

Decades in the trenches with accomplished business leaders experiencing a life-changing liquidity event offered the ideal extreme conditions conducive to innovation. Simply put, I do not believe people who experience good fortune should have to struggle to keep the wealth they created protected, growing and serving them…all too often wealth masters people instead of people mastering wealth.

persistent-worries-gains“Given the big run that stocks have had, it’s probably a good time to sell.”

I recently heard this at a holiday party, but what struck me was how often I’ve heard the same thinking over the last 5 years … only with a different catalyst.

There seems to be plenty to worry about these days.  Richard Bernstein Advisors recently published the latest list of fears.


*Ranked/Named among Top, Best and Most Exclusive Advisors sources: Barron's March 2016, 2015, 2014; Advisory HQ March 2016; Financial Times June 2015; Five Star Professional November 2015, 2013, 2012,2011, 2010, 2009; Mutual Funds Magazine January 2001; NABCAP September 2010, 2011, 2013; Worth Magazine July 2002, January 2004, October 2004, October 2008; Wealth & Finance International, October 2014. Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Janiczek Wealth Management is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Janiczek Wealth Management by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser.

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