Wealth Management
Simplify the Complex
Your life stories and circumstances are unique, as is the road map to your success.
Our professional financial advisors and planners believe success comes from being specific and proactive, first we simplify, then we customize. You reap the rewards.
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You & Your Journey
Janiczek Wealth Management's team of financial advisors and planners will build your investment portfolio and your Wealth Optimization Plan based upon a complete understanding of your financial picture while you traverse the Stage of Financial Freedom® with ease.
More Resources:
- Why the Stages of Financial Freedom® roadmap is the “perspective advantage” of Choice
- A Small Peek into the Total Client Profile Interview Process
- Seven Key Traits to Optimal Wealth Management
- Five Guiding Principles to Optimal Wealth Management
- Complete Wealth™
- DYNAMIC WEALTH & PORTFOLIO MANAGEMENT TIPS: How to Continually be Prepared for Financial Opportunities and Dangers Around the Corner

Assess & Optimize
Assess your weaknesses and threats. Optimize your strengths and opportunities. We created the Wealth Optimization Dashboard™ so you can visualize these factors, making easy to act on them.

Protect Your Lifestyle
Plan for extremes, particularly the bottom 10%, avoiding significant negative consequences. Our popular Lifestyle Protection Analysis (™) helps set your expectations.
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Win The Profit Game
Living below your means is the essence of reaching long-term financial independence. Our wealth management advisors help you zero into actions that both reduce expenses and increase your means, making it easier to achieve this outcome.

Invest With Clarity
Balance the trade-offs between risk and reward with a disciplined approach to investing. Our time-tested strategies seamlessly blend smart investing and smart wealth management.
More Resources:
- Our Top 10 Unique Systems, Tools & Concepts
- Evidence Based Investing White Paper
- How Lean Oriented Factor Indexing Can Add Value Over Time
- How Lean is Lean? Check Out these Results
- “Active Share” Insights from Yale
- The Case for Factor Indexing from a Nobel Prize Laureate
- Investing Requires More than Intelligence: Mensa vs Market
- How Smart Data Informs Portfolio Management Decisions
- DYNAMIC WEALTH & PORTFOLIO MANAGEMENT TIPS: How to Continually be Prepared for Financial Opportunities and Dangers Around the Corner

Reach Ideal Targets
Better understand your wealth so you are better able to make important financial decisions. Wealth accumulation targets, directly tied to your ideal standard of living, help you right-size just about every aspect of your plan.

Optimize Your Income Retirement Strategy
Eliminate your dependence on earned income while maintaining your desired standard of living. Your financial strength gives you the option to retire early, late or never! Our financial advisors and planners have helped many people develop the financial endurance and agility to transition to retirement.

Flourish!
To flourish means to grow and develop in a vigorous way, as a result of a particularly favorable environment. We aim to provide the favorable environment, filling in gaps while discovering new paths.
If you’re looking for professional financial services, our wealth management advisors in Denver are available to talk with you today about your needs and goals. Contact Janiczek Wealth Management.
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Want to Discuss Your Situation?
A simple conversation with one of our advisors may help you best sort out your needs and next steps. We’d be happy to confidentially chat with you. Just let us know when you are ready.
Call Now: 303-721-7000. Or submit request: