How does the advisor help clients – Key Takeaways:
JANICZEK WEALTH MANAGEMENT is a financial planning and investment management firm that offers personalized services to clients. They have a team of experts who provide guidance and support in managing their clients’ finances.
Facts and Insights
Founded in 1998, JANICZEK WEALTH MANAGEMENT has been in the business for over 20 years. They have a team of over 30 advisors who are experienced in various aspects of financial planning and investment management. The firm is headquartered in Denver, Colorado and has additional offices in Atlanta, Georgia and Providence, Rhode Island.
Assets Under Management, Number of Advisors and Time in Business:
| 2019 | 2018 | 2017 | |
|---|---|---|---|
| Assets Under Management | $1.2 billion | $1 billion | $900 million |
| Number of Advisors | 30 | 28 | 25 |
| Time in Business | 20 Years | 19 Years | 18 Years |
Financial Services Offered
JANICZEK WEALTH MANAGEMENT offers a comprehensive range of financial services to help their clients achieve their financial goals. These services include:
- Investment management
- Financial planning
- Estate planning
- Tax planning
- Retirement planning
- Educational funding planning
Client Types
The firm caters to a diverse range of clients, including high net worth individuals, families, and small business owners. They also serve various corporate entities such as pension plans and charitable organizations.
Fees & Compensation
JANICZEK WEALTH MANAGEMENT follows a fee-only compensation structure, which means they do not receive any commissions for the products or services they recommend. This ensures that their advice is always in the best interest of their clients.
Background
JANICZEK WEALTH MANAGEMENT was founded by experienced financial advisor Janiczek in 1998. He has over 30 years of experience in the financial industry and is a Certified Financial Planner (CFP). The firm has received several notable awards and recognition for their outstanding services, including being listed as one of the best financial advisors in America by Barron’s Magazine.
Financial Advisor Disclosures to Know
All JANICZEK WEALTH MANAGEMENT advisors must adhere to strict compliance and regulatory standards. They undergo continuous training and education to stay updated on the latest industry developments and maintain the highest level of professionalism and integrity.