If you read Barron’s Magazine this week, you will see Joseph J. Janiczek of Janiczek Wealth Management in its 2019 listing of top advisors in the nation.
This represents the sixth year in a row Janiczek has made this prestigious list, adding to a long tradition of making many top investment and wealth management lists and/or rankings going all the way back to 2001.
This latest award adds to top advisor lists published in or by:
- The Wall Street Journal
- Financial Times
- Worth Magazine
- Mutual Funds Magazine
Janiczek® Wealth Management specializes in serving high net worth investors (portfolios $1.5 million to $20-million) and ultra-high net worth investors (portfolios $20-million+). The firm is a pioneer in Evidence Based Investing (EBI), Strength Based Wealth Management® (SBWM) and in fiduciary (legally need to do what is in best interest of clients), fee-only (no sales of products or commissions earned), full-disclosure (no undisclosed arrangements) and full-breadth (EBI and SBWM together is our full breadth solution) investment and wealth management services.
Mr. Janiczek, our Founding Partner, has been awarded the patent on Systems and Methods for Optimizing Wealth and is the author of Absolute Financial Freedom (which was named Best Business/Finance Book of the Year by CIPA in 2001), Investing from a Position of Strength and co-author (with Tony Jeary) of Family Wealth: Being Strategic about Your Family Legacy.
To begin exploring how our expertise and proprietary services can assist you, call us at 303-721-7000. Cathy Wegner, our Director of New Client Engagements will be glad to begin the conversation and, if appropriate, arrange a conversation or meeting with one of our advisors.
Sources: Barron’s March 2019, 2018, 2017, 2016, 2015, 2014; Financial Times June 2017, 2015; AdvisoryHQ March 2018, 2017, 2016; Mutual Funds magazine January 2001; Worth magazine July 2002, January 2004, October 2004, October 2008. Please Note: Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Janiczek is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Janiczek by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers.
Award Selection Criteria for Top Financial Advisors:
Barrons™ Top Advisors: Rankings are based on data provided by advisors. Included factors were assets under management, regulatory record, revenue produced for the firm, quality of practice and philanthropic work. Investment performance is not an explicit component. Top Financial Advisors/Financial Times: Rankings are based on data provided by investment firms. Included factors were assets under management, asset retention, years of experience, FINRA compliance record. Investment performance is not an explicit component. Advisory HQ: Rankings are based on data provided by investment firms. Included factors were fiduciary duty, independence, transparency, level of customized service, history of innovation, fee structure, quality of services provided, team excellence and wealth of experience. Mutual Funds Magazine: Rankings are based on data provided by investment firms. Included factors were nomination by peers, higher education, professional accreditations, SEC and state registrations, fee structure, assets under management, minimum client portfolio, years of experience and SEC filings. Investment performance is not an explicit component. Worth Magazine: Rankings are based on data provided by investment firms. Included factors were professional designation and background, client retention rates, average portfolio returns, fee structures and sample financial plans were submitted for review. Investment
performance is not an explicit component.