Business Details
Your Trusted Partner for Personalized Financial Planning
Guelich Capital Management is a registered investment advisory firm dedicated to providing personalized financial solutions for professionals and families. Founded on the principles of fiduciary responsibility and client-first service, we specialize in crafting customized strategies that align with individual goals, including investment management, retirement planning, tax optimization, and generational wealth transfer.Our mother-son leadership team brings decades of combined experience, emphasizing proactive support, relationship-driven planning, and educational initiatives to empower clients. With a boutique approach, we prioritize transparency, ethical standards, and long-term financial confidence, serving clients across Virginia and the East Coast from Massachusetts to Florida.
Services
Investment Management
Financial Planning
Retirement Planning
Tax Planning
Estate Planning
Wealth Transfer Strategies
Risk Management
Education Workshops
Portfolio Monitoring
Client-Centric Consultations
Highlights and features
- We adhere to a strict fiduciary standard, prioritizing client interests above all.
- Our team offers decades of combined experience in financial planning and investment management.
- Customized strategies address unique goals, from retirement planning to wealth transfer.
- Proactive communication ensures clients remain informed and confident in their plans.
- Boutique service combines personalized attention with comprehensive financial expertise.
Services
Investment Management
Our Investment Management service designs tailored strategies to grow and protect client assets. We focus on risk management, tax-efficient methods, and progress monitoring aligned with individual goals. Clients benefit from proactive adjustments and diversified portfolios to achieve long-term financial objectives.
Financial Planning
Financial Planning addresses cash flow, debt, retirement, and legacy goals through customized modules. We prioritize life-stage needs, quarterly monitoring, and collaborative decision-making. This service ensures clients maintain clarity and control over their financial futures with adaptable strategies.
Retirement Planning
Retirement Planning focuses on creating sustainable income streams and tax-efficient withdrawal strategies. We help clients navigate Social Security optimization, Roth conversions, and retirement account management. Regular reviews ensure plans adapt to evolving personal and economic landscapes.
Tax Planning
Tax Planning minimizes liabilities through strategic deductions, credits, and account management. We integrate tax-efficient investing and retirement account conversions into holistic plans. This service ensures compliance while maximizing after-tax wealth for long-term financial success.
Estate Planning
Estate Planning safeguards generational wealth through trusts, wills, and legacy strategies. We coordinate with legal professionals to ensure smooth asset transfer and tax efficiency. This service emphasizes client education and proactive updates to reflect changing family dynamics.
People
Connie C. Guelich
Founder and President
Connie Guelich, CFP, leads with 40+ years of experience in financial services. She specializes in customized planning for women and authored educational programs like 'Wise Women Leave a Legacy.' Her focus areas include retirement income and generational wealth transfer.
R. Steven Guelich
Vice President
Steve Guelich, CFP, brings 25+ years of market expertise to client strategies. He focuses on tax-efficient portfolio management and wealth planning, holding advanced certifications in financial and estate planning. He collaborates closely with clients to align investments with long-term goals.
Megan Fatta
Administrative Assistant
Megan Fatta ensures seamless client experiences through appointment coordination and account logistics. Her background in office management supports the team's operational efficiency, allowing clients to focus on financial clarity and planning.
Questions
What services does Guelich Capital Management offer?
We provide investment management, financial planning, retirement planning, tax optimization, estate planning, and educational workshops tailored to individual client needs.
Are you a fiduciary financial advisor?
Yes, we operate under a strict fiduciary standard, always prioritizing client interests in every recommendation and decision.
Do you work with clients outside Virginia?
Yes, we serve clients across the East Coast, including Massachusetts, Florida, and surrounding states.
How often do you review client portfolios?
We conduct quarterly monitoring and regular reviews to ensure strategies remain aligned with client goals and market conditions.
What educational resources do you provide?
We offer workshops like 'Wise Women Leave a Legacy,' radio segments, and personalized guidance to enhance financial literacy and decision-making.
