We are pleased to announce the Janiczek Wealth Management has been recognized as a Forbes 2021 Best-In State Wealth Advisor. This is the second consecutive year for our firm to receive the award. According to Forbes, “The very best advisors are laser focused on having a positive impact on their client’s lives, they want to add meaning, help them live better lives.” Forbes received over 32,000 nominations and researched and interviewed over 15,000; our firm was one of the elite few to receive the award. In addition to the interviews, the selection was based on industry experience, compliance record, community involvement, and best practices in approach to working with clients. The Forbes award is further proof that Janiczek ® is not like some money managers.
Breadth of services was a key component for the award. Janiczek Wealth Management’s unique approach to wealth management was highlighted in the interview with Forbes. Joseph Janiczek, CEO and Founder, emphasized the importance of being continually prepared for financial opportunities and dangers.
The following are informative resources regarding dynamic wealth and portfolio management:
- Dynamic Strength Resources provides insight into how one establishes a TRUE sense of financial security.
- Dynamic Portfolio Resources includes some of our most relevant and timely investment portfolio management concepts, along with our Investment Outlook.
- Dynamic Perspective Resources illustrates how specific insights into your personal financial situation and external economic conditions can help improve your results.
- Janiczek’s most popular guides will help you better understand how to upgrade your financial and investment plan approach.
- Wealth Management provides insights on assessing your financial strengths, weakness, opportunities and threats.
The team at Janiczek Wealth Management is honored to be recognized as a Forbes Best-in-State Advisor. Our goal is to provide dynamic wealth and investment management services to our clients with the highest of integrity and expertise.
For additional information or to begin a conversation with the team at Janiczek Wealth Management, to see if it makes sense to explore our services further, contact Cathy Wegner, Director of New Client Engagements at 303-339-4480 or firstname.lastname@example.org, or got to Let’s Talk.
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 2020, 2019, 2018, 2017, 2016, 2015, 2014; AdvisoryHQ – March 2019, 2018, 2017, 2016; Expertise – 2020, 2019, 2018, 2017; Financial Times – June 2017, 2015; Forbes – Feb 2021, 2020; Mutual Funds Magazine – January 2001; Worth Magazine – October 2008, October 2004, January 2004, July 2002
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.