HNW Expert Panel

HNW Expert Panel
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Expert Panel Convenes at Janiczek® to
discuss advising high net worth clients.

Three times a year, we host a panel of distinguished experts to review advising high net worth clients. Panel members include, Brady Siegrist, Managing Director of Wealth Management, Janiczek® Wealth Management; Brian O’Neil, Director of Wealth Management, Janiczek® Wealth Management; Eric Gordon, CAPI, The Denver Agency, Jeff Belair, Tax Partner, EKS&H; Adam Truitt, Principal, Financial Designs, Ltd.; Mike Stiff, Partner, Baker and Hostetler, LLP.

Managing high net worth clients takes expert knowledge, business etiquette, and getting the right team of people to give consistent advice. Building the right relationships ahead of time, between advisors, gives them a leg up when it comes to actually sitting down with clients.

Insider Insight Infographic: The Typical High Net Worth Investor

Brian O'Neil

“Using scenarios in our Total Client booklet Profile helps illustrate key life-changing events and transactions to get clients to take action.”

Brady Siegrist

“It takes 3-5 years of due diligence and future-looking business changes to get a company ready for a sale.”

Mike Stiff

“It takes time and sometimes a few previous wealth advisors to get wealthy families to determine the right long-term plan.”

Jeff Belair

“It’s bigger than simply putting the right numbers on the tax form. We educate clients about their options and proactively communicate with them and members of their team throughout the year.”

Adam Truitt

“We must demystify life insurance and make it a legitimate short- and long-term planning instrument for HNW individuals. We need to educate our clients to overcome the negative connotations of life insurance. Most people think you buy life insurance once, pay premium, and put in the shelf. They don’t understand the impact that interest rates have on insurance policies, or what turns in the market have on insurance.”

Brady Seigrist

“What’s important to you? Our total client profile focuses on key goals, key values, relationships, processes. Money is a means, it’s not an end. Their goals change. Life changes. The longer we work with them, the better you can help them and the more all parties learn. Our average client here is with us at least ten years so far.”

*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.

Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Janiczek Wealth Management), or any non-investment related content, made reference to directly or indirectly on this website will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this website serves as the receipt of, or as a substitute for, personalized investment advice from Janiczek Wealth Management To the extent that a viewer has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. Janiczek Wealth Management is neither a law firm nor a certified public accounting firm and no portion of the website content should be construed as legal or accounting advice. If you are a Janiczek Wealth Management client, please remember to contact Janiczek Wealth Management, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services. A copy of the Janiczek Wealth Management current written disclosure statement discussing our advisory services and fees is available upon request.

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