Denver – Janiczek Wealth Management is pleased to announce it has been named to the Colorado’s Top Wealth Management Firms list (also known as 11 Best Financial Advisors in Denver, Colorado Springs, & Boulder) of AdvisoryHQ for 2022-2023. This amounts to eight straight years in a row (2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022 and 2023) Janiczek Wealth Management has been recognized with this honor.
AdvisoryHQ says: “With an exclusive reputation and dedication to high- and ultra-high-net-worth clients, Janiczek stands out among other top Colorado wealth management firms as an excellent option if you’re investing $2 million or more in your portfolio.”
Joseph Janiczek, MSFS, ChFC, CEO said “We’ve been headquartered in Denver 32 years. Our dedicated team led by Kyle Kersting, CFA, CAIA, Managing Partner Investment Management and Brady Siegrist, CFP, Managing Partner Wealth Management, is honored to receive a 5-star rating as a top Colorado financial advisor serving clients nationwide.”
AdvisoryHQ also said: “With a disciplined and innovative approach to investing as well as a long-term view to guide their clients through a lifetime of financial success, Janiczek Wealth Management earns a 5-star rating as a top Colorado financial advisor to consider partnering in 2022-2023.”
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.
To begin the conversation and answer your immediate questions, call Cathy Wegner, Director, New Client Engagements at 303-339-4480 or email her at email@example.com.
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.