40-Time Top Ranked Janiczek Wealth Management Just Earned 2024 Top Financial Advisor Accolades From Barron’s, Forbes, NerdWallet, and USA Todayi
2024年5月7日 - 10:31PM
ビジネスワイヤ(英語)
Janiczek Wealth Management is honored to once again
(for the 37th, 38th, 39th, and 40th time) be recognized as a top
ranked investment advisor, this time by four prestigious
organizations, Barron’s Top 1200 Advisors in
USii (11th consecutive year), Forbes
Best-in-State Wealth Advisorsiii (5th consecutive
year), NerdWallet 7 Best Financial Advisors in
Denveriv, and the latest top-ranked listing
from USA Today’s America’s Best Financial Advisorsv.*
The accolades underscore the firm’s commitment to excellence and
client-centric approach to wealth management. Each top advisor
award represents a distinct evaluation process, emphasizing
various aspects of the firm’s excellence and expertise in serving
high and ultra-high net worth clients.
Barron’s rigorous evaluation process includes a comprehensive
102-question survey about the practice. The award is based on
dozens of qualitative and quantitative components, including assets
under management, regulatory record, quality of the practice, and
philanthropic work.
Forbes’ recognition is based on in-person interviews, industry
experience, compliance record, revenue trends, assets under
management, best practices, and approach to working with
clients.
NerdWallet’s methodology includes reviewing SEC ADV disclosure
documents and advisor websites and sifting through 1) Assets under
management, 2) Total clients and age of firm, 3) Client-to-advisor
ratio, 4) Percentage of clients that are high net worth, 5)
Advisor’s fee structure, and 6) Credentials and fiduciary duty.
The acknowledgment from USA Today is particularly significant as
it is based on input from clients and industry experts, as well as
asset growth.
Janiczek Wealth Management, a fee-only, fiduciary firm, remains
steadfast in its mission to deliver unparalleled value and
personalized service to its clients, earning their trust and
loyalty through integrity, expertise, and results-driven
performance. As the recipient of multiple top advisor accolades,
Janiczek continues to set the benchmark for excellence in wealth
management, setting itself apart as a trusted partner in navigating
the complexities of the financial landscape.
“We are honored to receive these prestigious awards, which serve
as a testament to our unwavering commitment to providing
exceptional financial advisory services,” said Joseph Janiczek, CEO
at Janiczek Wealth Management. “These accolades reaffirm our
dedication to delivering tailored solutions and unparalleled
service to our clients, partnering with them to help guide their
financial journeys through each phase of the economic and business
cycle forward with confidence.”
For more information about Janiczek Wealth Management and its
comprehensive financial advisory services,
visit www.Janiczek.com or contact Cathy Wegner,
Director of New Client Engagements, at
303-339-4480, cwegner@janiczek.com.
*See important details and disclosures about rankings and
awards here.
i See important details and disclosures about rankings and
awards
at: https://janiczek.com/awards-accolades-disclosures/?ao=1
ii Barron’s Top 1,200 Advisors in USA.
Link: https://www.barrons.com/advisor/report/top-financial-advisors/1000/2024?page=1
iii Forbes Best-in-State Wealth Advisors.
Link: https://www.forbes.com/lists/best-in-state-wealth-advisors/?sh=268eda1f6ab9
iv NerdWallet 7 Best Financial Advisors in Denver. Link:
https://www.nerdwallet.com/p/best/investing/denver-financial-advisors
v USA TODAY Best Financial Advisors in America.
Link: https://www.usatoday.com/story/money/2024/04/23/financial-advisor-top-firms-ranking/73327679007/
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version on businesswire.com: https://www.businesswire.com/news/home/20240507133859/en/
Cathy Wegner Director of New Client Engagements 303-339-4480
cwegner@janiczek.com