Janiczek Wealth Management

Who We Are

Janiczek Wealth Management, a leading Denver-based wealth management and investment advisory firm, has been proudly serving high and ultra-high net worth individuals and families since 1990. With over three decades of experience, our firm has established a reputation for providing highly-customized, evidence-based investing, wealth management, and retirement planning solutions to those with investment portfolios of $1 million to $200 million. We are committed to being a fiduciary and fee-only expert you can trust, always prioritizing your best interests.

Our Story

Founded by Joseph Janiczek, the firm has grown into a sophisticated wealth management boutique that caters to a select group of financially successful clients nationwide. Our boutique size enables us to offer highly specialized, integrated, and personalized services while maintaining a strong reputation and expertise. Unlike large, bureaucratic advisory firms with impersonal approaches or small firms with limited resources, we have the best of both worlds - offering the experience, expertise, and tools required to manage your complex wealth needs with exceptional care and attention.

Our Purpose & Values

At Janiczek Wealth Management, our purpose is to help you do the best you can with what you have, and we live by our core values of growth, mastery, and contribution. We are dedicated to being leaders in our industry and community, providing exceptional value and always staying at the forefront of innovation. Our unwavering commitment to evidence-based investing ensures that our clients' portfolios reflect the highest standards of excellence.

Awards & Accolades

With over 30 years of experience and a strong reputation, we have been honored with numerous awards and accolades. Among these are being a 40-time Top Ranked Financial Advisor, as well as receiving recognition for our exemplary team, dedication to clients, and unmatched expertise. These awards validate our commitment to providing premier wealth management services that make a positive impact on the lives of our clients.

Our Team Leaders

Our experienced professionals hold an extensive range of credentials and affiliations, ensuring that our clients receive highly-qualified, knowledgeable, and specialized guidance in all areas of wealth management. Our highly credentialed and experienced team includes CFA (Chartered Financial Analysts), CFP (Certified Financial Planners), and CPWA (Certified Private Wealth Advisors), among others. Our dedicated team works cohesively to deliver an elevated client experience with unmatched personal attention.

What We Offer

Janiczek Wealth Management provides comprehensive wealth management services with a focus on portfolio management, wealth management, and retirement planning, as well as specialty tracks for those with unique situations and needs.

• Portfolio Management: Implementing our Evidence-Based Investing approach ensures that your portfolio is tailored to your specific needs and the current investment landscape based on our 10 standards of excellence. Our sophisticated approach grants you access to exclusive investment vehicles, money managers, share classes, and low expense ratios that you may not be able to access independently.

• Wealth Management: We specialize in Strength-Based Wealth Management and have patented processes and systems for optimizing wealth. With our knowledgeable and experienced team, your wealth management journey will be seamless and focused on mastering money in a fraction of the time and effort otherwise needed.

• Retirement Planning: Janiczek Wealth Management has developed a unique range of concepts and tools to guide you through every stage of your post-career life. Personalized plans will connect seamlessly with your portfolio and wealth management services, allowing you to make the most of your freedom in time, money, relationships, and purpose.

• Specialty Tracks: Our team is highly experienced in managing wealth in various special situations, such as business owner transitions, real estate ownership, inheritance, and life-changing liquidity events. We are prepared and qualified to optimize your wealth in any unique situation.

At Janiczek Wealth Management, we understand that every individual and family's journey is unique. That's why our highly credentialed, knowledgeable, and experienced team puts your needs at the forefront, providing the personalized attention you deserve. Discover the difference a trusted financial advisor can make in your life - contact us today to discuss your situation and learn which of our specialized services can best benefit you.