Janiczek Wealth Management, headquartered in Denver, Colorado, is pleased to announce it has been named to the 2021 Best Financial Advisors in Denver list compiled by Expertise.com. This is the fifth year in a row Janiczek Wealth Management was named to this elite list.
152 financial advisors in the Denver area were considered and only 15 made the Best Financial Advisors in Denver list. This adds to similar findings in top and best financial advisor (nationwide and Colorado) published in Barron’s, Forbes, Wall Street Journal, Worth Magazine, Denver Business Journal and other periodicals who recognize Janiczek Wealth Management for its expertise and success in financial planning, investment management, wealth management and retirement planning.
Janiczek Wealth Management’s A+ Rating
Janiczek was also awarded an A+ for Responsiveness, an A+ for Friendliness, an A+ for Helpfulness, and an A+ for Detail after Expertise.com conducted a surprise mystery shopper audit to evaluate how the fiduciary, fee-only investment, wealth, tax, and retirement advisory firm communicates and works with prospective new clients calling in to learn more about the organization and how it can precisely help them with their unique financial issues, needs and goals.
Joseph J. Janiczek, MSFS, ChFC, CEO of Janiczek Wealth Management said “It can be difficult for people who want to work with an expert financial, investment or retirement advisor to filter through the noise and pinpoint the best fiduciary, fee-only expert advisors. Top ranked, best rated financial advisor lists like this truly help people find the right-fit, right match advisors to call.”
Janiczek Wealth Management is a pioneer in Evidence Based Investing and Strength Based Wealth Management and owns the patent on Systems and Methods for Optimizing Wealth. The firm serves high net worth investors (portfolios $1 million to $25 million) and ultra high net worth investors (portfolios $25 million to $200 million) across the country with its unique patented system. It’s team of CFA, CFP, ChFC, MSFS, CAIA, RFP, AMPS, and/or AMRS credentialed pros collaborate on the client’s behalf to deliver it’s unique experience and results with excellence. Go to www.Janiczek.com for details or call Cathy Wegner, Director of New Client Engagements at 303-339-4480 for more details.
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. Further details on this process are available at: https://www.expertise.com/our-selection-process.
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.
