Personalized Financial Planning
For Professionals & Families
Welcome to Guelich Capital Management
We’re Glad You’re Here
We’re financial professionals striving to help our clients accomplish their goals and experience greater fulfillment through custom financial solutions. By maintaining a planning perspective, your own needs and vision are at the core of what we do. We take great care to walk you through each aspect of your financial life, fostering a collaborative relationship and building confidence in your plan.
We’re Dedicated to Providing You With:
A Touch of Class
From a hot cup of tea to an advanced wealth strategy, we deliver it all with a touch of class. Serving you in a warm, friendly and professional environment is at the heart of what we do.
Client-First Philosophy
We work for you and we take our fiduciary responsibility seriously. We are committed to solutions that are in our client’s best interest all the time.
Diligent, Proactive Support
Anticipating your needs is our approach to client service. We communicate with our clients openly and regularly while taking care of every detail.
Customized Strategies
Whether you want assistance managing your investments, funding your children’s education, or reducing debt, your concerns and goals define the plan we will individualize for you.