Guelich Capital Management, LLC

Guelich Capital Management serves individual and high-net-worth clients, as well as trusts and estates, providing comprehensive financial planning, discretionary and non-discretionary portfolio management, wealth management, and estate planning. The firm also offers modular consulting, ongoing plan monitoring, and, upon request, tax preparation services performed through an outside CPA firm.

The firm tailors portfolios to clients’ stated objectives and risk tolerances using a range of investment methods, including fundamental and technical analysis, long- and short-term strategies, and limited use of options and short sales where suitable. A small advisory team of two CFP professionals collaborates daily to monitor accounts (with individual accounts reviewed at least monthly) and implements strategies either under granted discretionary authority or with client approval for non-discretionary accounts.

Compared with many peers, the firm conducts fee-based educational seminars for the public (with modest per-attendee charges and occasional waivers), a service relatively uncommon among supported firms, and it is affiliated through common ownership with an insurance agency whose licensed agents may receive commission-based compensation. The firm’s combination of a small, credentialed advisory team, a full financial planning offering that includes estate and tax-related referrals, and the disclosed insurance affiliation are the principal distinguishing features noted in its brochure.