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Janiczek Wealth Management is pleased to announce that it has once again been named to a Top and Best Financial Advisors in Denver, Colorado list–this time by Expertise.com. This adds to Janiczek’s long history of accolades including lists published in Barron’s, Wall Street Journal, Worth magazine, Mutual Funds magazine and others.*

To begin a conversation with Janiczek Wealth Management, to see if and how it makes sense to engage them for investment and wealth management services, call its Denver headquarters at 303-721-7000.

The firm specializes in serving high net worth investors (individuals with investment portfolios of $1.5- to $20-million) and ultra-high net worth investors (individuals with investment portfolios of $20-million and above). Janiczek, founded in 1990, is a pioneer in the disciplines of Evidence-Based Investing and Strength-Based Wealth Management. Its Wealth Allocation Wheel concept helps investors properly allocate assets between safety, market (diversified portfolios consisting of “lean” conventional indexing, “smart” factor indexing, and “advantageous” active management where the evidence it has supports such aims) and aspirational (concentrated and/or non-liquid) assets, to the degree the circumstances, risk temperament and goals align with such holdings.

Free to Flourish™

If you are a successful high or ultra high net worth individual who wants to be “free to flourish” and you are seeking to upgrade your delegated investment and wealth management approach, contact our Director of New Client Engagements, Cathy Wegner, at 303-339-4482 (direct).


FROM EXPERTISE.COM

Our Expertise.com selection process is performed annually across business categories and geographies using our proprietary research and selection process to identify the top service professionals.

Research

We start by identifying a broad pool of active professionals within a given business category and geography. Using our custom tools and resources, we analyze only publicly available data.

Validation

We verify contact and license information to assure selection candidates are actively doing business and are in good standing in their communities.

Selection Criteria

We then use our in-house software to grade each business across the following selection criteria:

Reputation: A history of satisfied customers giving excellent recommendations

Credibility: Established in their industry with licensing, accreditations, and awards

Experience: Masters of their craft, based on years of practical experience and education

Engagement: Approachable and responsive to clients and available for new business

Professionalism: Dedicated to providing consistently quality work and impeccable customer service

Hand-Picking the Best

Our team conducts a manual review to verify the accuracy of the selections. We then write unique and detailed business descriptions for each hand-picked businesses.


Related Links:
Evidence-Based Investing
Strength-Based Wealth Management
Wealth Allocation Wheel

How can anyone judge unless one’s mind has been opened and enlarged by reading?
– John Adams

Reading is still the main way that I both learn new things and test my understanding.
– Bill Gates

Books allow you to fully explore a topic and immerse yourself in a deeper way than most media today.
– Mark Zuckerberg

The more that you read, the more things you will know.
The more that you learn, the more places you’ll go.
– Dr. Seuss

As we close 2018, we’re pleased to share our favorite books of the past year with the clients and friends of the Janiczek community.

Lifelong learning.  It’s a core belief here at our firm, and we regularly read across a variety of topics.  I recently asked the team to share any of their favorite books from the past year, business or otherwise.  Below is what we’d offer up as our recommendations from 2017, and if you have any good book recommendations from the last year, please let us know!

Brady Siegrist

As my clients know, planning for the future eventually includes a conversation about mortality.


Please review Important Disclosure Information.

*Please Note: The scope of any financial planning and consulting services to be provided depends Read More Here

*Please Note: Please remember that past performance may not be indicative of future results. Different types of investments Read More Here

* Joseph J. Janiczek, named among the top, best and most exclusive wealth advisors in the nation, see Awards & Recognition, Award Selection Criteria, and Sources of Recognition disclosures. Read More Here