Guelich Capital Management

A Boutique Approach to Wealth Management

At Guelich Capital Management, we believe in building lasting financial relationships with our clients. We are a team of experienced professionals dedicated to providing personalized solutions that align with your unique goals and aspirations. We offer a comprehensive range of services designed to empower you to take control of your financial future.

Financial Planning

• Comprehensive financial plans tailored to your individual needs and objectives
• Goal setting and prioritization
• Investment management and portfolio optimization
• Retirement planning and income generation strategies
• Estate planning and wealth transfer solutions

Wealth Management

• Asset management and wealth preservation strategies
• Tax optimization and planning
• Risk management analysis and mitigation
• Cash flow and debt management

Client-Focused Approach

• Personalized Attention: We take the time to understand your unique circumstances and goals.
• Open Communication: We value transparency and maintain regular communication throughout the process.
• Collaborative Planning: We involve you in every step of the planning process and decisions.

Who We Are

Guelich Capital Management is a registered investment advisor led by a mother-son team, Connie and Steve Guelich. Our team combines extensive experience, knowledge, and a genuine desire to help clients achieve their financial aspirations. We are committed to providing personalized solutions and fostering lasting relationships built on trust and mutual respect.

Our Difference

• Boutique Approach: We offer a personalized and intimate experience, tailoring our services to your specific needs.
• Fiduciary Responsibility: We hold ourselves to the highest ethical standards, prioritizing your interests at all times.
• Proactive Support: We anticipate your needs and take proactive steps to address them.

Empowering Your Financial Journey

At Guelich Capital Management, we believe financial planning should be a collaborative process. We are committed to working alongside you, empowering you to make informed financial decisions and achieve sustained success.