Janiczek Wealth Management, headquartered in Denver Colorado, is pleased to announce that Barron’s named the firm to it’s Top Ranked Wealth Advisors in the Nation list for 2021, 2020, 2019, 2018, 2017, 2016, 2015 and 2014. That is now eight years in a row!
Joseph J. Janiczek, MSFS, ChFC, founder and CEO of the top ranked investment advisory firm said: “Our entire team of professionals (including CFP, CFA, ChFC, MSFS, MBA, CAIA, FPFQ, AAMS and AWMA credentialed pros) is delighted that both Barron’s and, earlier in the year, Forbes named us to their distinguished 2021 top/best financial advisor lists, and we are as dedicated to serve our clients with excellence now as we were 30 years ago when Janiczek Wealth Management was founded.”
Janiczek Wealth Management is unique in that the firm literally owns the patent on Systems and Methods for Optimizing Wealth, is a pioneer in the disciplines of Evidence Based Investing (EBI) and Strength Based Wealth Management (SBWM), and integrated advanced wealth, portfolio, tax and retirement management in a single system called the Complete Wealth Solution. Janiczek Wealth Management caters to high net worth and ultra-high net worth clients across the country.
For more information go to www.Janiczek.com or call the firms Director of New Client Engagements, Cathy Wegner, at 303-339-4480 or email her at cwegner@janiczek.com.
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 – 2021, 2020, 2019, 2018, 2017, 2016, 2015, 2014; Forbes – 2021, 2020; Financial Times – 2017, 2015; Expertise.com – 2021, 2020, 2019, 2018, 2017; AdvisoryHQ – March 2021-2020, 2019, 2018, 2017, 2016; Mutual Funds Magazine – January 2001; Worth Magazine – October 2008, October 2004, January 2004, July 2002; Colorado Independent Publishers Association (CIPA) 2001;
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.
