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Wealth Management
Simplify the Complex

Your life stories and circumstances are unique, as is the road map to your success.
Because we believe success comes from being specific and proactive, we first simplify, then customize. You reap the rewards.

Find Important Disclosures here.

01 You & Your Journey

02 Assess & Optimize

03 Protect Your Lifestyle

04 Win The Profit Game

05 Invest With Clarity

06 Reach Ideal Targets

07 Optimize Your Income Retirement Strategy

08 Flourish!

  1. You and Your Journey
  2. Assess & Optimize
  3. Protect Your Lifestyle
  4. Win the Profit Game
  5. Invest with Clarity
  6. Reach Ideal Targets
  7. Optimize Your Income Retirement Strategy
  8. Flourish!

You & Your Journey

Begin with the end in mind, the result - you flourish!  We 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

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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.

More Resources:

  • The Wealth Optimization Dashboard™ 
  • Assessing & Optimizing Your SWOT cont.
  • Five Guiding Principles to Optimal Wealth Management

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Protect Your Lifestyle

Plan for extremes, particularly the bottom 10%, avoiding significant negative consequences. Our popular Lifestyle Protection Analysis (™) helps set your expectations.

More Resources:

  • Your Base Scenario LPA
  • Stress Test LPAs

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Win The Profit Game

Living below your means is the essence of reaching long-term financial independence. We help you zero into actions that both reduce expenses and increase your means, making it easier to achieve this outcome.

More Resources:

  • 6 Powerful Ways to Increase Your Compensation
  • The Profit Game Infographic

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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

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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.

More Resources:

  • How Much is Enough? Here You Go
  • How the Wealth Allocation Wheel Plays a Role in Portfolio Management

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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! We’ve helped many people develop the financial endurance and agility to transition to retirement.

More Resources:

  • How to Properly Prepare for Retirement
  • How to Properly Transition to Retirement
  • Now Retired, Now What?

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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.

More Resources:

  • Flourish! How to Prosper with the Greatest Ease
  • The Flourish! Model

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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:

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7001 E. Belleview Avenue
Suite 600
Denver, CO 80237
+1 (303) 721-7000
info@janiczek.com

Contact Us

Who We Are

  • Our Story
  • Our Purpose & Values
  • Awards & Accolades
  • Our Team Leaders
  • In the Community

What We Offer

  • Portfolio Management
  • Wealth Management
  • Retirement Planning
  • Specialty Tracks

Why Choose Us?

  • Breakthrough Moments
  • How We Differ
  • Three Unique Advantages

Useful Resources

  • Blog
  • Investment Commentary
  • Chart of the Quarter
  • White Papers
  • ADV/CRS Forms
  • Informative Guides

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