This is the 10th year in a row the Denver, Colorado-headquartered wealth management firm made this distinguished list.
Janiczek Wealth Management, Denver’s 36-time Top Ranked Financial Advisor*, is pleased to announce it once again is featured in Barron’s Top Financial Advisor listing, this time in the Barron’s 2023 Top Advisor Rankings by State.
Cathy Wegner, Director of New Client Engagements said “We are honored to once again be chosen and featured on this prestigious list. It’s our tenth year in a row on the Barron’s best financial advisor list. Since we stand out as one of the few independent (no conflicting broker/dealer affiliation), 100% fiduciary (legally required to do what is in client’s best interest 100% of the time), fee-only (no selling of products, no earning of commissions) boutique firms on the list, it is that much more special to us and our high- and ultra-high net worth clients nationwide.”
The selection criteria for the Barron’s Top Financial Advisor list include: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. While Janiczek Wealth Management stands out in each of these categories, the quality of the practice is reflected in the firm’s dedication to helping high- and ultra-high net worth investors and families plan and manage all aspects of their finances with a patented, disciplined process, designed to help optimize all aspects of their clients’ wealth.
Janiczek Wealth Management, headquartered in Denver Colorado since 1990, serves high- and ultra-high net worth clientele nationwide. As the firm says: “Ready to upgrade your investment, tax, retirement and/or estate management? We’d be honored to serve you. Go to www.janiczek.com or call 303-721-7000 to begin the conversation or email or call Cathy Wegner, Director of New Client Engagements directly at cathy@janiczek.com or her direct line at 303-339-4480.”
*See important disclosures about rankings and awards at https://janiczek.com/important-disclosures/.
Janiczek Wealth Management has been featured in other top, best and most exclusive wealth advisor lists going back since 2001, a total of 36-times or more. Joseph J. Janiczek, the firm’s founder and CEO is also founder of Flourish Worldwide, creator of the Flourish 360 App and masterclass series, a patented productivity and self-improvement technology and program set for a limited release in the Fall of 2023 and full release in 2024. Go to www.flourish360.com for information on Flourish Worldwide and the upcoming Flourish 360 App and masterclass series.
Contact Cathy Wegner at 303-339-4460 for any inquiries.
Please Note: Limitations: Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if JWM is engaged, or continues to be engaged, to provide investment advisory services. 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 (seeparticipation criteria/methodology). Unless expressly indicated to the contrary, JWM did not pay a fee to be included on any such ranking. No ranking or recognition should be construed as a current or past endorsement of JWM by any of its clients. ANY QUESTIONS: The JWM’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including the criteria used for any reflected ranking.
