Janiczek Wealth Management has been named to the 2020 Forbes List of Best-In-State Wealth Advisors. This award continues a 20-year tradition of making many highly regarded top investment and wealth management lists. Forbes’ research firm explained that their research identified “the very best advisors that are laser focused on having a positive impact on their clients’ lives. They want to add meaning, help [their clients] live better lives.”
The Forbes researchers used an algorithm of qualitative and quantitative data to rate more than 32,000 advisor nominees. The rankings were compiled through analysis of several key factors, including experience levels, credentials, revenue trends, assets under management, compliance records, approach to working with clients, and in-person interviews.
The team at Janiczek Wealth Management is excited to be honored for doing what they do best, providing an extraordinary wealth and investment management experience with the highest integrity and expertise.
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).
Janiczek, founded in 1990, is a pioneer in the disciplines of Evidence-Based Investing and Strength-Based Wealth Management. Its Wealth Allocation Wheel concept helps investors properly allocate assets between safety, market (diversified portfolios consisting of “lean” conventional indexing, “smart” factor indexing, and “advantageous” active management where the evidence it has supports such aims) and aspirational (concentrated and/or non-liquid) assets, to the degree the circumstances, risk temperament and goals align with such holdings.
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.
See Important Disclosures, including those related to awards and accolades.
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.
Sources: Barron’s - March 2020, 2019, 2018, 2017, 2016, 2015, 2014; AdvisoryHQ - March 2019, 2018, 2017, 2016; Expertise - 2020, 2019, 2018, 2017; Financial Times - June 2017, 2015; Forbes - Feb 2020; Mutual Funds Magazine - January 2001; Worth Magazine - October 2008, October 2004, January 2004, July 2002