Janiczek Wealth Management Denver

Successfully Helping Individuals and Families
Nationwide Optimize Their Wealth Since 1990

Top Ranked / Fee-Only Fiduciary / Boutique Wealth Management

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Boutique Wealth Management

/bōō’tēk/ - a perfect sized, sophisticated wealth management firm, offering highly specialized, integrated, and personalized services to a select group of clients

We’ve been honored to serve a select group of financially successful individuals and families nationwide for over 30 years. You will value the boutique, “right size” nature of our firm in helping you navigate your complex and unique wealth management needs. We are not one of the “too big,” corporate, bureaucratic advisory firms with a cookie cutter, impersonal, assembly line approach, and we are also not a “too small”, low bandwidth firm with extremely limited resources, sophistication, and expertise. Our Denver based wealth and investment management team has the experience, expertise, compassion, and highest credentials in the industry. We are the right size firm to meet your wealth management needs.

We would be honored to serve as your trusted financial advisor.

Who We Serve

High Net Worth Individuals

Individuals and Families with investment portfolios of $1 million to $20 million

Most common goals and objectives of new high net worth clients:

  • Improve my investment performance and management
  • Need more clarity about my financial strengths, weaknesses and vulnerabilities and what to do about them
  • Concerned I haven’t taken advantage of every opportunity to optimize my investment, tax, estate or retirement results
  • Upgrade professional support to manage wealth
  • Spend less time managing and worrying about finances and investments
  • Address needs arising from a substantial increase in income, assets, benefits, or net worth
  • Protect against exposure to economic and/or investment dangers
  • Implement a systematic approach to build and protect wealth, lifestyle and future
  • Simplify the day-to-day management of finances and investments

Ultra-High Net Worth Individuals

Individuals and Families with investment portfolios of $20 million on up

Most common goals and objectives of new ultra-high net worth clients:

  • Address significant needs arising from a substantial increase in income, assets, benefits or net worth
  • Need the systems and upgraded professional support to manage my wealth the way it ought to be managed
  • Need a plan and systematic approach to building and protecting my wealth, lifestyle and future
  • Educate adult kids and/or grandkids on responsible management of finances
  • Improve investment performance
  • Protect against exposure to economic and/or investment dangers
  • Reduce or avoid estate taxes
  • Spend less time managing wealth
  • Take advantage of every opportunity to optimize investment, tax, estate or retirement results
  • Identify financial strengths and vulnerabilities and take action to address them

What services do we provide?

Portfolio Management

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The core of our rigorous Evidence Based Investing approach is to understand your complete picture before tailoring a portfolio to you AND the prevailing investment landscape. Ten standards of excellence guide our process. Additionally, we lever our size, reputation, and expertise to give you access to investment vehicles, money managers, share classes and lean expense ratios you would not likely qualify for on your own.

 

 

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Wealth Management

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We literally invented the discipline of Strength Based Wealth Management® and hold the patent on Systems and Methods for Optimizing Wealth. From the personable table-side manner of our team members to our advanced expertise, experience and technology, we have a proven process to guide you to mastering money in a fraction of the time and effort otherwise required.

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Retirement Planning

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We have developed many custom concepts and tools to enhance your every step from transition through retirement. As you’d expect, your personal plan will connect seamlessly with our portfolio and wealth management services, so you can make the most of your freedom of time, money, relationship and purpose.

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Handling Special Situations in a Special Way

Here's eight wealth management scenarios, we encounter regularly, that we are highly prepared to optimize around. If you happen to be in one of these scenarios, here's additional ways our experience and expertise can help you.

A Brief Interview Worth Watching

Watch our founder, Joseph Janiczek, interviewed on the
Elite Advisor Program by Dr. Robert Neiderman.

Want to Discuss Your Situation?

A simple conversation with one of our advisors may help you best sort out your needs and next steps. We’d be happy to confidentially chat with you. Just let us know when you are ready.

Call Now: 303-721-7000. Or submit request:

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