Janiczek® Wealth Management is pleased to announce we have once again been named among the TOP RANKED WEALTH MANAGERS IN DENVER COLORADO by AdvisoryHQ. This ranking adds to a long list accolades going as far back as 2001 and as recent as 2018, including:
- Financial Times
- Worth Magazine
- Mutual Funds Magazine
- CIPA (best Business/Finance Book of the Year)
Janiczek® Wealth Management specializes in serving high net worth investors (portfolios $1.5 million to $20-million) and ultra-high net worth investors (portfolios $20-million+). The firm is a pioneer in Evidence Based Investing (EBI), Strength Based Wealth Management® (SBWM) and in fiduciary (legally need to do what is in best interest of clients), fee-only (no sales of products or commissions earned), full-disclosure (no undisclosed arrangements) and full-breadth (EBI and SBWM together is our full breadth solution) investment and wealth management services.
Mr. Janiczek, our Founding Partner, has been awarded the patent on Systems and Methods for Optimizing Wealth and is the author of Absolute Financial Freedom, Investing from a Position of Strength and co-author (with Tony Jeary) of Family Wealth: Being Strategic about Your Family Legacy.
To begin exploring how our expertise and proprietary services can assist you, call us at 303-721-7000. Cathy Wegner, our Director of New Client Engagements will be glad to begin the conversation and, if appropriate, arrange a conversation or meeting with one of our advisors.
*Sources: Barron’s March 2017, 2016, 2015, 2014; Advisory HQ March 2017, 2016; Financial Times June 2017, 2015; Five Star Professional November 2016, 2015, 2014, 2013, 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, CIPA, 2001.
*Disclosure: 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.
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.”
Now in its 27th year serving high net worth investors (those with investment portfolios of $2 million to $20 million) and ultra-high net worth investors (those with investment portfolios of $20 million+) in Denver, Colorado Springs, Boulder, Aspen, Vail, Beaver Creek, Summit County, Snowmass areas of Colorado and in approximately 24 other States in U.S.A., we are proud our Evidence Based Investing (EBI) and patented Strength Based Wealth Management® (SBWM) system and services helps to “unleash” our clients from the complexities of wealth so they can flourish with their good fortune.
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.
Janiczek Wealth Management has been named one of the Top 12 Financial Advisors in Denver, Colorado Springs, and Boulder (Colorado) by AdvisoryHQ. To read the full article/review “Janiczek Wealth Management – A Beacon of Light for High-Net-Worth Individuals” go to this link.
Now in our 25th-year serving high net worth investors (those with investment portfolios of $2- to $20-million) and ultra-high net worth investors (those with $20-million+ investment portfolios) in the Denver, Colorado Springs, Boulder, Aspen, Vail, Beaver Creek, Summit County and Snowmass areas of Colorado and in approximately 24 other States in the U.S.A., we our proud that our patented Strength Based Wealth Management (SBWM) and our comprehensive Evidence Based Investing (EBI) services helps to “unleash” our clients from the complexities of wealth and investing so they can flourish with their good fortune.
London England-headquartered Financial Times, with a worldwide readership of 2.2 million daily, has named Janiczek® Wealth Management to its Top Registered Investment Advisor list for 2015. 2000 elite advisory firms were invited to apply for consideration, and only 300 were selected. The prestigious 125 year old publication chose Janiczek® Wealth Management as one of only three Colorado-based firms to receive the award.
The award is an affirmation of our firm’s commitment to Evidence Based Investing (EBI), our highly disciplined approach to investment management, and Strength Based Wealth Management (SBWM), a comprehensive approach to building optimal levels of financial strength, agility, flexibility and endurance for high and ultra-high net worth investors. We are honored by this prestigious award, and are excited to add it to our growing collection.