Embracing Your Goals As Our Own

Is What Steadfast Service Means to Us

Fostering a Team Approach

Towards Your Lasting Financial Confidence

Guelich Capital Management LLC is a registered investment advisor that seeks to provide every client with personalized solutions towards their financial success. Led by a mother-son team, we partner with you to define your goals and objectives and chart a course designed to work towards those goals. By adhering to a strict fiduciary standard, your well-being is our focus — every step of the way.

Meet Your Team

More About Connie

More About Steve

More about Megan

Connie C. Guelich, CFP® CLU® ChFC® AEP® RICP®

Founder and President

Connie C. Guelich, CFP® CLU® ChFC® AEP® RICP®

Founder and President

Connie@guelichcapital.com

Connie Guelich supports her clients through an active role in managing their accounts. She takes a personal interest in her clients' success, reflecting the firm's boutique standard of service.

Connie and her team focus on designing customized strategies to organize all facets of their clients’ financial lives. Cash flow and debt management, tax planning, risk management, investment management, retirement income planning and generational wealth transfer are all part of the planning process.

In 2007, Connie began a workshop series especially for women called Wise Women Leave a Legacy™. The goal is to educate and empower women to handle their wealth wisely. This group meets for lunch several times a year to hear a presentation on wealth building and wealth management. Another educational program Connie built for those interested in getting started in wealth creation is called 7 Steps to Managing Wealth Wisely™.

Connie’s “Ask the Expert” presentations have aired on local radio station WFIR since 2013. In these biweekly segments, Connie answers listeners’ questions concerning personal finance and retirement planning.

Connie began her career in the financial services industry in 1980, and today she serves clients in Virginia and up and down the East Coast from Massachusetts to Florida.

She earned her Master of Science in Financial Services from The American College in Bryn Mawr, PA and her Bachelor of Arts Degree in History from the University of Maine, Orono.

Connie has served on several local boards and is a past president of the Roanoke Valley Estate Planning Council. Connie and her husband, David, have lived in Salem for over 40 years. They have two children and six grandchildren. When she is not working closely with clients, Connie enjoys playing with her grandchildren, cooking, gardening and spending time on a quiet lake in Maine.

Professional Designations:

Certified Financial Planner®
Chartered Life Underwriter®
Chartered Financial Consultant®
Accredited Estate Planner®
Retirement Income Certified Professional®

R. Steven Guelich, CFP®, WMCP®

Vice President

R. Steven Guelich, CFP®, WMCP®

Vice President

steve@guelichcapital.com

Steve Guelich provides personalized financial strategies and attentiveness to each one of Guelich Capital Management’s clients. Steve is Connie’s son, and he joined the firm upon graduation from college in 1998. Steve is a devoted student of the market and spends much of his time studying the market and evaluating investment strategies for our clients.

Steve earned his Bachelor of Arts degree from The College of William and Mary in 1998.

Among his professional credentials, Steve is a CFP® Professional having met the rigorous education and experience requirements of the Certified Financial Planner Board of Standards, Inc. His course work required the mastery of financial planning topics including investment planning, tax planning, retirement planning, estate planning, insurance planning and financial management.

Steve also earned the Wealth Management Certified Professional, WMCP® designation from The American College in Bryn Mawr, PA. His studies focused on goal-based wealth management through tax-efficient portfolio strategies.

Steve and his wife, Susan, reside in Roanoke and they have three children. In his time away from the office, Steve enjoys coaching his children’s sports teams, music, traveling and reading.

Professional Designations:

Certified Financial Planner®
Wealth Management Certified Professional®

Megan Fatta

Administrative Assistant

Megan Fatta

Administrative Assistant

info@guelichcapital.com

Whether she is setting up your next appointment, opening a new account or preparing the logistics of your financial plan, Megan is an essential part of the first class environment at Guelich Capital Management. When visiting the office, you’ll be graciously greeted by Megan, who is ready to answer your questions and serve your needs.

Megan and the Guelich Capital Management team are committed to orchestrating the many moving pieces of your financial plan so you can fully focus on your life and what brings you joy. By making sure all clients feel comfortable when calling in or coming into the office, Megan works to create a seamless experience for clients as they move towards financial clarity.

Before joining Guelich Capital, Megan attended LSU and worked for several years as an office manager for an environmental testing lab. Outside of the office, you can find Megan baking or reading. Megan and her husband, Tom, also love to go hiking with their three dogs.