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Individuals & Families

When you become a client at Goelzer, you are served by a team of experienced investment professionals. We are disciplined, thoughtful, and research-driven—aiming for a holistic approach and acting as good stewards of your financial resources.

Wealth Advisory

Through our comprehensive wealth management advisory services, we free up our clients’ time to help them live the lives they choose. Everything we do is centered on our clients and their unique aspirations.

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Private Office

We bring decades of experience serving the needs of multi-generational families of wealth with taxable estates. We focus on making the complex simple and giving you one view of your complex investments and business holdings.

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