Private Wealth Guardian ™

At Guelich Capital Management, LLC, our financial advisors take a global perspective to wealth creation and preservation.  Equipped with advanced market knowledge and superb client service, The Private Wealth Guardian™ integrates the financial and lifestyle goals of our clients to develop unique and tailored financial solutions.  Coupled with three decades of experience and a disciplined approach to private wealth management, we offer a proven path to achieve financial confidence.

Download pdf brochure here.

Step One:  Vision
The first step of our process lays the groundwork for a successful collaboration.  We will meet to discuss our client’s vision and key goals; and in turn, to discuss the dynamic, proactive approach our firm brings to growing and managing wealth.

Step Two:  Discovery
Once we have identified objectives, we will collect and review financial documents to assess areas of challenge, opportunity and growth.  In addition, we will discuss our firm’s methodology for managing project completion and timelines, and the customized stewardship they can expect to receive throughout implementation and management of their plan.

Step Three:  Strategy
After goals have been identified and a financial review completed, we will present a detailed plan outlining the strategies recommended.  This presentation centers on six key areas of focus – investments, tax diversification, insurance, retirement planning, estate planning, and asset protection.  By addressing the core components, we can work together to build productive results.

Step Four:  Action

Upon completing the strategy portion of the process, we will move to the implementation phase.  Through a disciplined, proactive approach, we will carry out their wealth solutions, employing the 90-Day Focus Strategy for each.  This design allows our team to concentrate on each of the areas of the plan, one at a time to ensure accurate and effective implementation.

Step Five:  Progress
Because financial success is a journey, not a destination, we will coordinate periodic reviews to ensure that our clients’ financial plans are growing with their objectives and evolving needs.  By consistently monitoring this dynamic process, our clients enjoy the peace of mind that comes with having a trusted steward of their wealth preservation and growth.

For more information or to discuss how this plan may fit your needs, call us 540-772-4545. Download brochure.