Denver – Janiczek Wealth Management, headquartered in Denver, Colorado, is pleased to announce that for the ninth year in a row (2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022), it has been named to the prestigious top financial advisors list, published in both Barron’s and the Wall Street Journal.
According to Barron’s, “The goal is to shine a spotlight on the nation’s best financial advisors. … For investors, the rankings are a tool that can help in the process of finding financial guidance.”
What’s the latest innovation in gaining specialized portfolio and wealth management services in 2022 and beyond? Custom wealth and portfolio management tracks for: Business Owners, Real Estate Owners, Business Owners Exiting/Selling a Business, C-Suite Executives, Stock Option Exercising, Life-Changing Liquidity Events, Life Transitions (divorce, career change, spouse passing on), and Inherited Wealth.
At Janiczek Wealth Management we dedicate ourselves to optimizing your wealth, with you and for you, seeking to help you flourish financially and realize the future and freedom you desire. Janiczek is the only wealth management firm in the nation offering “Complete Wealth Optimization™” via its talented team and patented system.
Joseph Janiczek, MSFS, ChFC, CEO of the firm, founded in 1990, said: “We are dedicated to optimizing our clients wealth, with them and for them, seeking to help them flourish with wealth and realize the future and freedom they desire. Our investment team, led by Kyle Kersting, CFA, CAIA, our wealth management team, led by Brady Siegrist, CFP, and our tax management team, led by Matt Morehead, JD, CEBS work to provide a seamless solution best characterized by our aim: Your Wealth. Optimized.”
To begin the conversation and answer your immediate questions, call Cathy Wegner, Director, New Client Engagements at 303-339-4480 or email her at cwegner@janiczek.com.
Disclosure Sources
Barron’s America’s Top 1,200 Financial Advisors – March – 2022, 2021, 2020, 2019, 2018, 2017, 2016, 2015, 2014; Forbes Best In State – 2021, 2020; Financial Times – 2017, 2015; Expertise.com – 2020, 2019, 2018, 2017; AdvisoryHQ – March 2022, 2021, 2019, 2018, 2017, 2016; Mutual Funds Magazine – January 2001; Worth Magazine – October 2008, October 2004, January 2004, July 2002
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
Barron’s – 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.
Forbes – Advisors are chosen based on in-person interviews, industry experience, compliance records, revenue trends, assets under management, and best practices and approach to working with clients.
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.
Expertise.com – Selection is based on the following criteria: reputation, credibility, experience, availability and professionalism.
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.
CIPA – The annual contest is sponsored by the Colorado Independent Publishers Association (CIPA). Entries are scored according to established minimum criteria. Judges include teachers, business leaders, authors, critics, editors, readers and others.
