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I’d love a second opinion
assessment of where I stand.

Who can answer my immediate questions and coordinate a free portfolio, retirement and/or wealth management review?

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Ready to Talk?

Whenever you are ready...here are three ways we can help you gain clarity and act with more confidence and direction:

  1. Want a free Investment Review? Our investment team will look at key indicators related to your portfolio and provide comments on observed portfolio strengths, weaknesses and/or vulnerabilities. Just email Cathy Wegner, Director of New Client Engagements at cathy@janiczek.com with “Investment Review” in the subject line.
  2. Want a free Retirement Review? Our retirement specialists will examine your path on the Stages of Financial Freedom and provide useful comments and observations based upon their findings. Just email Cathy Wegner, Director of New Client Engagements at cathy@janiczek.com with “Retirement Review” in the subject line.
  3. Ready to meet with us to pinpoint exact ways to upgrade your support and results where you need it most? Just email Cathy Wegner, Director of New Client Engagements at cathy@janiczek.com with “Let’s Talk” in subject line or call her directly at 303-339-4480 to begin the conversation and set up a Discovery Session with our pros.

*This offer/invitation is limited to prospective clients who are currently qualified for our services (over $1 million investable assets) or will be qualified for our services, in the next 5 years, via an expected/planned liquidity event (business/property/asset sale, retirement, etc.).

Ready to Talk?

Whenever you are ready...here are three ways we can help you gain clarity and act with more confidence and direction:

  1. Want a free Investment Review? Our investment team will look at key indicators related to your portfolio and provide comments on observed portfolio strengths, weaknesses and/or vulnerabilities. Just email Cathy Wegner, Director of New Client Engagements at cathy@janiczek.com with “Investment Review” in the subject line.
  2. Want a free Retirement Review? Our retirement specialists will examine your path on the Stages of Financial Freedom and provide useful comments and observations based upon their findings. Just email Cathy Wegner, Director of New Client Engagements at cathy@janiczek.com with “Retirement Review” in the subject line.
  3. Ready to meet with us to pinpoint exact ways to upgrade your support and results where you need it most? Just email Cathy Wegner, Director of New Client Engagements at cathy@janiczek.com with “Let’s Talk” in subject line or call her directly at 303-339-4480 to begin the conversation and set up a Discovery Session with our pros.

*This offer/invitation is limited to prospective clients who are currently qualified for our services (over $1 million investable assets) or will be qualified for our services, in the next 5 years, via an expected/planned liquidity event (business/property/asset sale, retirement, etc.).

Download Janiczek’s Most Popular Guides

While you will likely hire us to handle most of the details, it never hurts for you to become more aware of the important concepts, tools and techniques used to achieve certain financial planning, retirement planning, portfolio management or wealth management objectives. This is why we are offering FREE guides at no cost or obligation to you.

Use the guides as a resource for yourself and… when the topic comes up in conversations with colleagues and friends…
let us know and we’d be happy to give you a copy to give to them.

Janiczek_Prepare_Guide

How to Properly Prepare
for Retirement

Download

Janiczek_Transition_Guide

How to Properly Transition
to Retirement

Download

Janiczek_NowRetired_Guide

Now Retired, Now What?

Download

Investing From a Position of Strength

Download

For more Informative Guides click here

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7001 E. Belleview Avenue
Suite 600
Denver, CO 80237
+1 (303) 721-7000
info@janiczek.com

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Who We Are

  • Our Story
  • Our Purpose & Values
  • Awards & Accolades
  • Awards & Accolades Disclosures
  • Our Team Leaders
  • In the Community
  • Denver Investment Firm

What We Offer

  • Portfolio Management
  • Wealth Management
  • Retirement Planning
  • Specialty Tracks

Why Choose Us?

  • Breakthrough Moments
  • How We Differ
  • Three Unique Advantages

Useful Resources

  • Blog
  • Investment Commentary
  • Chart of the Quarter
  • White Papers
  • ADV/CRS Forms
  • Informative Guides

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