Who We Are

Founded in 1990, now celebrating over 30-years of illustrious service to high ($1 to $20 million) and
ultra-high ($20 to $200 million) net worth individuals and families.

Find Important Disclosures here.

Our Story

We are 100% Fiduciary (legally bound to do what is in your best interest), and 100% Fee-only (no sales of products or earning of commissions) and have been, on behalf of individual investors, trusts and foundations, transforming the investment and wealth management industry for decades.

Our long and successful history of serving high and ultra-high net worth clients, in combination with the many unique systems and tools we’ve created to help clients flourish and prosper with the greatest ease, is what differentiates us.

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Our Purpose & Values

Janiczek Wealth Management exists to help people flourish. We do that by zeroing into the best investment, wealth, retirement and business systems, methods, tools and technologies we can identify and elegantly organize them into a system and service clients can prosper with and enjoy in a fraction of the time otherwise required.

We are abundance-minded and collaborative, working together to grow and help stakeholders prosper, flourish and thrive. Our state-of-the-art facility, advanced-technologies, talented team, vibrant culture and perpetual 25-Year Vision (and related targets and plans) are meticulously designed to foster long-term relationships with wonderful clients and talented professionals who innately share our zest for living a successful and meaningful life.

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Awards & Accolades

Named among the top, best and most exclusive wealth advisors in the nation multiple times.*

     

     

Over two decades ago, our founder’s book, Absolute Financial Freedom was awarded the Best Business/Finance Book of the Year by CIPA and the firm began to gain national notoriety and recognition making Time, Inc.’s “100 Top Advisors” list in Mutual Funds Magazine. Not long after that, the same publication named Mr. Janiczek one of “Three Masters of the Retirement Universe” along with Charles Schwab (famed Discount Brokerage founder) and Lawrence Lindsey (Presidential Economic Advisor). Since then, Mr. Janiczek and the firm have consistently been named to many top ranked lists and also was awarded a patent on Systems and Methods for Optimizing Wealth.

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Our Team Leaders

Interact with Our Highly Talented & Experienced Team To Truly Experience the Janiczek® Difference.

Meet our Founder & Managing Partners

“Our goal at Janiczek is to make you feel like you are our only client.”

“Our Enterprise Leadership Team is about building a vibrant enterprise that has the right people, doing the right things right, at all levels. Our organization is built on the unquenchable desire to unleash the human potential of clients and team members with an unwavering commitment to integrity.”

Joseph J. Janiczek, MSFS, ChFC
CEO

R. Brady Siegrist, CFP®
Managing Partner | Wealth Management

Kyle Kersting, CFA, CAIA
Managing Partner | Investment Management

 Portfolio Management Team Leaders

“There’s not a lack of investment talent, research, vehicles and technology in the world…the challenge is sifting through all of the options and complexities to build a rock-solid, well managed portfolio that fits your needs and circumstances while prudently being tweaked for the prevailing, ever-changing and often emotionally high-jacked investment climate. This is the objective of our Investment Management Team.”

Joseph J. Janiczek, MSFS, ChFC
CEO

Kyle Kersting, CFA, CAIA
Managing Partner | Investment Management

Matt Morehead, JD, CEBS
Managing Director | Wealth Management

R. Brady Siegrist, CFP®
Managing Partner | Wealth Management

Brendan White, CFP®, CAIA
Investment Strategist

 Wealth Optimization Team Leaders

“Recognizing that the root of most investment and financial mistakes is a lack of strength-measuring and strength-building guidance, we pioneered methods and systems of optimizing wealth. We have 28 patent claims allowed and counting. We have hundreds of other proprietary trade secret methods at our fingertips. It’s all about clarity, direction and a genuine sense of security and confidence…we continually strive to help clients achieve all four!”

R. Brady Siegrist, CFP®
Managing Partner | Wealth Management

Matt Morehead, JD, CEBS
Managing Director | Wealth Management

Carole A. McKeown, FPQP
Wealth Strategist

Justina Pearman, CFP®
Wealth Strategist

Emily Tay
Client Operations Specialist

Operations Team Leaders

“Our Operational Team focus is on making certain we are a highly capable, functional and resourceful organization that seeks to be as specific and proactive as possible yet stands nimble and ready to course-correct and respond with conviction when necessary.”

Courtney Townley
Director | Business Operations

Cathy Wegner
Director | New Client Engagements

Please Note: Limitations. The achievement of any professional designation, certification, degree, or license should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Janiczek is engaged, or continues to be engaged, to provide investment advisory services.

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Have more questions?

Speak directly with Cathy Wegner, Director | New Client Engagements, who has extensive experience answering immediate questions.

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