DENVER--(BUSINESS WIRE)--Janiczek Wealth Management, headquartered in Denver, Colorado, is pleased to announce that for the ninth year in a row (2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022), it has been named to the prestigious top financial advisors list, published in both Barron’s and the Wall Street Journal.
According to Barron’s, “the goal is to shine a spotlight on the nation’s best financial advisors… For investors, the rankings are a tool that can help in the process of finding financial guidance.”
What’s the latest innovation in gaining specialized portfolio and wealth management services in 2022 and beyond? Custom wealth and portfolio management tracks for: Business Owners, Real Estate Owners, Business Owners Exiting/Selling a Business, C-Suite Executives, Stock Option Exercising, Life-Changing Liquidity Events, Life Transitions (like divorce, career change, spouse passing on), and Inherited Wealth.
Janiczek Wealth Management (www.janiczek.com) caters to high-net-worth investors (portfolios of $2 million to $20 million) and ultra-high-net-worth investors (portfolios of $20 million on up) and literally owns the patent on Systems and Methods for Optimizing Wealth. Janiczek is the only wealth management firm in the nation offering “Complete Wealth Optimization™” via its talented team and patented system.
For more information go to www.janiczek.com or call Cathy Wegner, Director, New Client Engagements at 303-339-4480 or email her at cwegner@janiczek.com.
Disclosure Sources
Barron’s America’s Top 1,200 Financial Advisors – March – 2022, 2021, 2020, 2019, 2018, 2017, 2016, 2015, 2014; Forbes Best – 2021, 2020; Financial Times – 2017, 2015; Expertise.com – 2020, 2019, 2018, 2017; AdvisoryHQ – March 2022, 2021, 2019, 2018, 2017, 2016; Mutual Funds Magazine – January 2001; Worth Magazine – October 2008, October 2004, January 2004, July 2002
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.
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.
