Perspective Advantages

Janiczek Wealth Management is honored to once again (for the 37th, 38th, 39th, and 40th time) be recognized as a top ranked investment advisor, this time by four prestigious organizations, Barron’s Top 1200 Advisors in US (ii) (11th consecutive year), Forbes Best-in-State Wealth Advisors (iii) (5th consecutive year), NerdWallet 7 Best Financial Advisors in Denver (iv), and the latest top-ranked listing from USA Today’s America’s Best Financial Advisors (v). The accolades underscore the firm’s commitment to excellence and client-centric approach to wealth management. Each top advisor award represents a distinct evaluation process, emphasizing various aspects of the firm’s excellence and expertise in serving high and ultra-high net worth clients. Barron’s rigorous evaluation process includes a comprehensive 102-question survey about the practice. The award is based on dozens of qualitative and quantitative components, including assets under management, regulatory record, quality of the practice, and philanthropic work. Forbes’ recognition is based on in-person interviews, industry experience, compliance record, revenue trends, assets under management, best practices, and approach to working with clients. NerdWallet’s methodology includes reviewing SEC ADV disclosure documents and advisor websites and sifting through 1) Assets under Management, 2) Total clients and age of firm, 3) Client-to-advisor ratio, 3) Percentage of clients that are high net worth, 4) Advisor’s […]