Janiczek Wealth Management - Denver

At Janiczek Wealth Management, our financial advisors and planners work with financially successful families who have created their wealth through hard work and sacrifice.

Although they have proven successful in their careers, they lack the time, resources, expertise, or desire required to manage their family’s overall finances and investments. We strive to optimize their entire financial life, so they can spend time focusing on what is most important to them.

Our firm is located in Denver and has been recognized as a top financial advisor in the nation.

We are 100% fiduciary and 100% fee-only, 100% of the time. We aim to simplify and optimize all aspects of our clients’ finances and investments, by leveraging our over 30-year history of serving high and ultra-high net worth clients, plus our unique systems and tools, and the expertise of our highly credentialed team.

• As a boutique wealth management firm, we have big firm resources coupled with a highly custom and personal approach.
• Developing a solid financial plan requires considering every aspect of our clients’ finances, such as income, spending, mortgages, insurance, investments, and more. This can be daunting, but we'll simplify the process for you.
• Planning ahead is crucial. That's why our team at Janiczek is committed to helping our clients avoid costly mistakes by planning for all economic conditions, as well as the many unknowns that life may present.
• With an over 30-year history of financial advising in Denver, many of our clients have partnered with us for multiple generations. Our mission is to help them achieve their financial goals, including the education of the next generation and the transfer of significant wealth.
• Our specialties include tailor-made solutions for Business Owners, Real Estate Owners, Business-owner Pre/At/Post Exit, C-Suite Executives, Stock Option Exercises, Life-Changing Liquidity Events, Life-transitions, and Inherited Wealth. Read more.

To learn more about our services, reach out to Cathy Wegner, Director of New Client Engagements, at 303-339-4480 or cwegner@janiczek.com.