We are proud to be recognized by Forbes as one of the best wealth advisors in the country. 2023 is the fourth year in a row that we have been honored with this award. The Forbes Best-In-State Wealth Advisors spotlights top advisors across the country, each of which is researched and interviewed. According to Forbes, their research has found, “the very best advisors are laser focused on having a positive impact on their clients’ lives; they want to add meaning and help them live better lives.”
The Forbes selection methodology is thorough and discerning. There were 39,007 candidates that met the criteria for consideration and 3% received the award. The advisors are chosen based on the following: in person interviews, industry experience, compliance record, revenue trends, assets under management, best practices in approach to working with clients. Our proprietary, disciplined, in-depth approach to wealth management was highlighted in the selection process, as was our highly credentialed, Denver-based, investment management and wealth management team.
In addition to the Forbes award, Janiczek Wealth Management was also recognized by Barron’s, Expertise.com, and Advisory HQ, as a top advisor in 2023. Our team is honored to be recognized for their dedication, expertise, and commitment to outstanding client service.
We want to especially thank our clients. We are successful because of our relationships with our clients and the trust they have in us. We are grateful for the opportunity to partner with them and help them navigate the complexities of their wealth.
Would you like a second opinion on your investment portfolio? We’d be happy to provide our assessment of the strengths and weakness of your current portfolio and overall investment approach. Call Cathy Wegner, Director of New Client Engagements, at 303-339-4480 or email cwegner@janiczek.com to begin the conversation.
*See important disclosures about rankings and awards at https://janiczek.com/important-disclosures/.
