Guelich Capital Management

Specialties

Protecting Wealth for Generations~

Now more than ever investors are seeking leadership and direction to protect and grow their wealth. Our advisors employ a disciplined five-​step approach to managing client assets. In uncertain economic times, our process provides clarity and confidence.

History

Established in 1980.

Connie Guelich has served clients in VA and along the East Coast from Massachusetts to Florida since 1980.

Meet the Business Owner

Connie G.

Business Owner

Connie Guelich is the founder and president of Guelich Capital Management LLC, a Registered Investment Advisory firm located in Roanoke, Virginia. Connie and her team actively manage client assets on a fee-​only basis. She also specializes in customized strategies to organize her clients’ financial lives and integrate investment decisions with tax planning, retirement distribution planning and generational wealth management. She has developed a proprietary process called The Private Wealth Guardian™ which is designed to help her clients organize, manage and protect their wealth. Connie presents educational workshops on wealth management topics and she offers a workshop series especially for women named Wise Women Leave a Legacy™. The purpose is to educate and empower women to manage their money wisely. Connie earned her Master of Science in Financial Services from The American College in Bryn Mawr, PA. She holds a BA degree in History from the University of Maine.