当你成为戈尔泽的客户时, 您将由经验丰富的专业有正规的大网赌网站吗团队为您服务.
我们是自律的, thoughtful, and research-driven—aiming for a holistic approach and acting as good stewards of your financial resources.
We pride ourselves on being client-centric, using planning-led solutions to deliver value. 通过管理有正规的大网赌网站吗, 我们旨在帮助您实现您的目标, 获得内心的平静, 感觉更满足.
关于你的目标和网赌正规平台网址
发掘有正规的大网赌网站吗机会
把你的目标和我们的研究结合起来
在寻求正收益的同时控制风险
所以你了解你的有正规的大网赌网站吗组合和它的表现
As a client of Goelzer, you receive our full attention and guidance, which we deliver as a fiduciary.
我们的私人客户服务由高策的专有有正规的大网赌网站吗策略提供支持.
创建并维护符合您风险承受能力的有正规的大网赌网站吗组合.
计划一个舒适、充实的退休网赌正规平台网址.
持续评估你的有正规的大网赌网站吗业绩.
决定你财富和资产的未来.
在创造税收效率的同时产生最大的影响.
费用是根据管理的资产来计算的，最低为100万美元. 我们对包括财务规划在内的某些服务收取固定的咨询费. 我们从不收取交易费或收取任何与产品相关的佣金.
Goelzer的私人客户顾问平均有超过30年的经验, 利用深刻网赌正规平台网址为您提供最好的服务.
私人客户总经理
私人客户总经理
B.S.他是俄亥俄州牛津市迈阿密大学的教授
M.B.A.德保罗大学，芝加哥，伊利诺伊州
32 years
2012
Brian是CFA协会和印第安纳波利斯CFA协会的成员.
儿童大学导师委员会成员.
Brian是CFA协会和印第安纳波利斯CFA协会的成员.
儿童大学导师委员会成员.
President
President
B.S.印第安纳大学
34 years
1990
印第安纳波利斯商业杂志2000年“40岁以下40人”奖. Brett是印第安纳波利斯CFA协会和CFA协会的成员.
前分会主席 & 自然保护协会印第安纳分会终身受托人，财务主管 & 印第安纳地标财务委员会主席, 印第安纳大学医学院计划捐赠委员会成员, 以及印第安纳大学凯利商学院院长委员会.
印第安纳波利斯商业杂志2000年“40岁以下40人”奖. Brett是印第安纳波利斯CFA协会和CFA协会的成员.
前分会主席 & 自然保护协会印第安纳分会终身受托人，财务主管 & 印第安纳地标财务委员会主席, 印第安纳大学医学院计划捐赠委员会成员, 以及印第安纳大学凯利商学院院长委员会.
Senior Partner
Senior Partner
B.S.波尔州立大学(以优异成绩)
36 years
2005
Andy是印第安纳波利斯CFA协会和CFA协会的成员.
Jameson Camp，前董事会成员和前总裁. Andy is also a member of the Indiana School of Medicine Planned Giving Committee and a previous board member of the CFA Society of Indianapolis.
Andy是印第安纳波利斯CFA协会和CFA协会的成员.
Jameson Camp，前董事会成员和前总裁. Andy is also a member of the Indiana School of Medicine Planned Giving Committee and a previous board member of the CFA Society of Indianapolis.
格尔泽私人办公室主任，高级财富顾问
格尔泽私人办公室主任，高级财富顾问
B.S.亨廷顿大学
25 years
2021
Member of the CFA Institute and CFA Society of Indianapolis and a volunteer at Ronald McDonald House of Central Indiana. 此前曾担任锡安维尔青年棒球队教练.
赫伦古典学校董事会财务主管, Member of President’s Advisory Council for Excellence – Huntington University and Ronald McDonald House Charities (past)
Member of the CFA Institute and CFA Society of Indianapolis and a volunteer at Ronald McDonald House of Central Indiana. 此前曾担任锡安维尔青年棒球队教练.
赫伦古典学校董事会财务主管, Member of President’s Advisory Council for Excellence – Huntington University and Ronald McDonald House Charities (past)
财富规划总监，高级财富顾问
财富规划总监，高级财富顾问
B.M.美国德堡大学(DePauw University)
21 years
2016
Michelle is a current member of the Estate Planning Council of Indianapolis and the Financial Planning Association.
Michelle is a current member of the Estate Planning Council of Indianapolis and the Financial Planning Association.
G•PRO体育总监，高级财富顾问
G•PRO体育总监，高级财富顾问
辛辛那提大学工商管理硕士
B.S.他是代顿大学的教授
20 years
2019
Former Board member of Easterseals Crossroads, the Nora Alliance, and the Riley Cheer Guild. 2017年，他被《有正规的大网赌网站吗》评为“40岁以下40人”.
圣路加天主教会财政委员会主席, 莱利专业顾问委员会, 莱利啦啦队协会当然董事会成员
Former Board member of Easterseals Crossroads, the Nora Alliance, and the Riley Cheer Guild. 2017年，他被《有正规的大网赌网站吗》评为“40岁以下40人”.
圣路加天主教会财政委员会主席, 莱利专业顾问委员会, 莱利啦啦队协会当然董事会成员
高级财富顾问
高级财富顾问
B.A.波尔州立大学
25 years
2022
戴夫是财务规划协会的现任成员.
印第安纳波利斯巴洛克乐团董事会成员
戴夫是财务规划协会的现任成员.
印第安纳波利斯巴洛克乐团董事会成员
Wealth Advisor
Wealth Advisor
B.A.瓦尔帕莱索大学，神学
M.S.个人财务规划-堪萨斯州立大学
9 years
2019
Kory是大印第安纳州财务规划协会的现任成员.
Kory是大印第安纳州财务规划协会的现任成员.
副财富顾问
副财富顾问
B.A.，犯罪学-巴特勒大学
12 years
2023
2011年至今Brebeuf耶稣会女子大学总教练 2015年至今成立环城曲棍球俱乐部
2011年至今Brebeuf耶稣会女子大学总教练 2015年至今成立环城曲棍球俱乐部
客户服务高级经理
客户服务高级经理
印第安纳波利斯大学副学士学位
30 years
1995
银行及金融服务幕后名人录(2003).
银行及金融服务幕后名人录(2003).
高级客户服务助理
高级客户服务助理
B.A.印第安纳大学普渡大学印第安纳波利斯分校
2022
客户服务助理
客户服务助理
B.S.印第安纳大学普渡大学印第安纳波利斯分校
4 years
2022
Private Investors
戈尔泽帮助不同类型的私人客户实现他们的目标.
Client since 2010
Client since 1991
Client since 1999
Client since 2008
The executive had realized a significant decline in his net worth due to a decline in the value of his employer’s stock price. He was facing a lengthy delay in his target retirement date as well as the prospect of a modest lifestyle in retirement.
Sought investment growth and portfolio rebalancing to protect wealth from further downside risk
想找一个值得信赖的顾问来帮他实现财务目标.
The client hired Goelzer because he was familiar with its investment capabilities through his community service as the chairman of a not-for-profit’s investment committee.
Portfolio was reconstructed with the goal of improving the likelihood of having the wealth needed to reach the lifestyle he had envisioned.
Advised on how to handle stock options, including the timing and manner in which to exercise them.
Managed his concentrated stock position and established a periodic liquidation strategy that was compliant with company and SEC policies.
Back
Family group unexpectedly faced with investment 还有遗产规划 issues upon the passing of the family patriarch (a firm client) when the family is surprised to learn of his significant wealth
受益人没有意识到也没有准备好继承他们亲戚的巨额财富
与家庭的其他专业顾问合作, Goelzer created a wealth transfer strategy to minimize the tax impact upon the death of the surviving spouse
Managed new portfolios designed to meet the specific needs of individual family members who had inherited large amounts of wealth
Back
面对离婚后的新网赌正规平台网址方式, our client had concerns about every aspect of her financial standing and needed trustworthy investment advice
帮助客户和孩子了解预算和储蓄的重要性
设计了一种策略来对冲资本收益，并随着时间的推移分散纳税责任
Prepared a retirement and spending needs analysis and estimated future wealth projections
设定切合实际的支出预期，重新定义预算优先级
Constructed a well-diversified and tax efficient portfolio designed for growth as well as safety of principal
Back
金融教育
Savings plan
节税有正规的大网赌网站吗组合管理
残障保险
长期有正规的大网赌网站吗组合结构
根据客户的长期财务安全需求量身定制的有正规的大网赌网站吗组合
客户还能够享受满足其收入需求的网赌正规平台网址方式
建立了递延税收的储蓄“桶”，以帮助他为退休提供资金
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Perspectives from
Goelzer的专家团队
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