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).
There are so many great Janiczek Community events coming up and we know demand will be off the charts. Take a sneak peek and chime in! Let us know your thoughts. Which should we hold first? For which events shall we add your name to our VIP invitation list? What other topics would you be interested in learning more about? Janiczek Community Events and Survey
Janiczek community members recently enjoyed an evening of sushi rolling at Izakaya Den in Denver. Chef and Owner Yasu Kizaki taught twenty clients and employees about the history, types, and methods of rolling sushi.
“Everyone enjoyed meeting each other and we learned some fascinating things from a master of his craft,” said Brady Siegrist, partner. “It was a rather unique cultural experience.”
This year, the Janiczek team resolved to nurture personal and professional connections between community members.
“Many of our clients reside in the greater Denver area,” said Siegrist. “Our team plans to present future opportunities for clients to get to know one another. One of our goals is to explore topics and activities that seek to enhance life and living in some way.”
Whether discussing investments, longevity, or sushi, the benefits of connecting Janiczek community members can be powerful. Future events are in the planning stages, so if you are interested in learning more about the growing Janiczek community, let us know!
We’re moved in! Take a closer look at our new Denver headquarters
The Janiczek team couldn’t be more excited about our brand new headquarters in Denver! It’s our fourth location and eighth expansion/facility-improvement in 27 years! We spent well over a year determining what new features, technologies and designs would best augment our team work and client experience and we could not be more pleased with the results of our team’s hard work. Gensler Architects worked closely with us and our general contractor and many sub-contractors to deliver a wonderful end product that will serve our company for decades ahead.
On September 1, 2017 everything came together as we moved in to our new facility at 7001 E. Belleview Ave, Suite 600, Denver, CO 80237. Its a great new building in a prime location (wonderful urban location right off the highway and rail and it has magnificent views and amenities (including a new Ruth’s Chris Steak House right off the lobby). We will be hosting an open house on Thursday, November 9th, from 3:30 – 6:00. We would love for you to stop by, chat with the team and get a tour of the many features of the layout. Until then, enjoy a few pictures of our new space!
The Janiczek Team raced their way through the Donor Dash!
On Sunday, July 16th, the Janiczek team completed the Donor Dash 5k at Washington Park. The Donor Dash is a 3.1 mile run/walk to honor the lives of organ and tissue donors, celebrate the lives of organ and tissue recipients and recognize those who continue to wait for a lifesaving transplant. The Donor Dash was a huge success this year, with over 4,800 individuals participating in the event. The race hit close to home, as a few team members were racing in honor of family members who were donors or recipients.
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.
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.
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.”