Great Tips to Avoid Common Cybercrime Threats
Janiczek Wealth Management hosted a cyber security seminar on June 8th to educate our clients, friends and family. Jeff Lanza, former FBI speaker was the featured speaker. As an FBI agent, Lanza investigated corruption, fraud, organized crime, cyber-crime, human trafficking and terrorism. Lanza is passionate about educating individuals on how to protect themselves from cyber-crime as well as helping organizations stay safe.
On June 14th, Kyle Kersting, CFA, Director of Investments, participated in a panel discussion to an audience of the largest family offices, registered investment advisors, private banks and wealth management firms in the Mountain States region. Kyle lead a discussion around advising the ever-changing high net worth client. More specifically, 76% of women change advisors after a transition period such as a divorce or death and how advisors can work with this group beyond just portfolio construction. Discussing how private wealth management firms ensure that wealth is preserved for future generations as a transition into the growing millennial demographic and how to tailor your wealth management approach to appeal to both demographics.
Janiczek Wealth Management has once again been named to a top advisors list in 2017!*
Janiczek Wealth Management is pleased to announce it has been named to the 2017 edition of the Financial Times 300 Top Registered Investment Advisers. The list recognizes top independent RIA firms from across the U.S.
For the fourth year in a row Janiczek Wealth Management has been named to Barron’s Top Financial Advisor list*, now for 2017, 2016, 2015 and 2014!
Mr. Janiczek was named one of America’s top financial advisors* in the March 4th, 2017 Barron’s issue. The prestigious list of top investment advisors was also published in The Wall Street Journal by Dow Jones & Company, a division of News Corp on March 9, 2017.
The rankings are based on data provided by over 4,000 of the nation’s most productive advisors. Barron’s draws from all 50 states, plus the District of Columbia. It includes a cross-section of private-wealth advisors—from independents who own and operate their own practices to advisors from the large Wall Street firms. Barron’s states, “This special report lists the top advisors in each state, with the number of ranking spots determined by each state’s population and wealth.
The rankings are based on assets under management, revenues generated by advisors for their firms, and the quality of the advisors’ practices. In evaluating advisors, we examine regulatory records, internal company documents, and 100-plus points of data provided by the advisors themselves.”
It’s not happiness that brings us gratitude; it’s gratitude that brings us happiness.
At this special time of the year, we at Janiczek Wealth Managements seek to express the profound sense of gratitude we feel for the many blessings we have received. This year many team members have spent their free time volunteering in the community and organizations that are close to their heart.
Matt Gray spent 2016 teaching a Personal Finance course at East High School through Junior Achievement. Wrapping up the year, Junior Achievement hosted Finance Park; a day-long activity in which middle schoolers learn how to build budgets and manage a career in real-life scenarios. Matt enjoyed spending the day with the children teaching them the importance of budgeting.
Pam Dorn has spent the year mentoring a group of young athletes from ages 5-16. She works with them on goal setting and affirmations. In the last year she has been amazed by the goals that the children have set. Pam worked with a five year old on long terms goals. A five year old mapped out how she wanted to be a Disney princess; brave, kind, smart, humble, pretty and loving. The passion that the young kids have hold a special place in Pam’s heart.
On October 20th, Brian O’Neil spoke on a panel discussion in front of roughly 75 attendees at the Grand Hyatt Denver. Brian spoke with four other business planning, legal and finance professionals to discuss the next steps for business owners. The goal of the panel discussion was to provide relevant and actionable advice on how to handle the next stages of their company’s progression.
Janiczek recently hosted an expert team of five respected advisors to discuss business exit planning for high net worth individuals. Around the table sat five like-minded professionals who interacted in a case study regarding an upcoming business sale and the necessary steps to complete the transaction. The group included an estate attorney, a consultative tax professional, a life insurance advisor, and two comprehensive wealth management professionals.
Joseph Janiczek has once again been named to Barron’s Top Financial list for 2016. In the March 5th, 2016 issue Barron’s named Mr. Janiczek one of America’s top financial advisors, in fact one of the top 14 in Colorado. The rankings are based on data provided by over 4,000 of the nation’s most productive advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work.