当你成为戈尔泽的客户时, you are served by a team of experienced investment professionals.
We are disciplined, thoughtful, 研究驱动的目标是一个整体的方法，并作为你的财务资源的好管家.
我们以客户为中心，使用以规划为导向的解决方案来提供价值. 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, gain peace of mind, 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
in a portfolio that merges your goals with our research
在寻求正收益的同时控制风险
so you understand your portfolio and its performance
作为Goelzer的客户，您将得到我们作为受托人的充分关注和指导.
Creating and maintaining a portfolio that meets your risk tolerance.
计划一个舒适、充实的退休网赌正规平台网址.
Continually assessing the performance of your investments.
决定你财富和资产的未来.
Making the largest impact while creating tax efficiency.
Fees are based on assets under management, with a minimum of $1 million. We have fixed advisory fees for certain services including financial planning. We never charge transaction fees or collect any product-related commissions.
Goelzer’s private client advisors average over 30 years of experience, 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 is a member of the CFA Institute and the CFA Society of Indianapolis.
儿童大学导师委员会成员.
Brian is a member of the CFA Institute and the CFA Society of Indianapolis.
儿童大学导师委员会成员.
President
President
B.S., Indiana University
34 years
1990
Indianapolis Business Journal’s “40 Under Forty” Award 2000. Brett is a member of the CFA Institute and CFA Society of Indianapolis.
Former Chapter Chair & Life Trustee of the Indiana Chapter of The Nature Conservancy, Treasurer & 印第安纳地标财务委员会主席, Member of the Indiana University School of Medicine Planned Giving Committee, and the Indiana University Kelley School of Business Dean’s Council.
Indianapolis Business Journal’s “40 Under Forty” Award 2000. Brett is a member of the CFA Institute and CFA Society of Indianapolis.
Former Chapter Chair & Life Trustee of the Indiana Chapter of The Nature Conservancy, Treasurer & 印第安纳地标财务委员会主席, Member of the Indiana University School of Medicine Planned Giving Committee, and the Indiana University Kelley School of Business Dean’s Council.
Senior Partner
Senior Partner
B.S.波尔州立大学(以优异成绩)
36 years
2005
Andy is a member of the CFA Institute and CFA Society of Indianapolis.
Jameson Camp, former Board Member and Past President. Andy也是印第安纳医学院计划捐赠委员会的成员，也是印第安纳波利斯CFA协会的前任董事会成员.
Andy is a member of the CFA Institute and CFA Society of Indianapolis.
Jameson Camp, former Board Member and Past President. Andy也是印第安纳医学院计划捐赠委员会的成员，也是印第安纳波利斯CFA协会的前任董事会成员.
Director of Goelzer Private Office, Senior Wealth Advisor
Director of Goelzer Private Office, Senior Wealth Advisor
B.S.亨廷顿大学
25 years
2021
他是印第安纳波利斯CFA协会和CFA协会的成员，也是印第安纳州中部Ronald McDonald House的志愿者. Previously served as coach of Zionsville Youth Baseball.
赫伦古典学校董事会财务主管, 卓越校长咨询委员会成员-亨廷顿大学和罗纳德麦当劳之家慈善网赌正规平台网址(过去)
他是印第安纳波利斯CFA协会和CFA协会的成员，也是印第安纳州中部Ronald McDonald House的志愿者. Previously served as coach of Zionsville Youth Baseball.
赫伦古典学校董事会财务主管, 卓越校长咨询委员会成员-亨廷顿大学和罗纳德麦当劳之家慈善网赌正规平台网址(过去)
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
米歇尔是印第安纳波利斯遗产规划委员会和财务规划协会的现任成员.
米歇尔是印第安纳波利斯遗产规划委员会和财务规划协会的现任成员.
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
伊斯特希尔斯十字路口，诺拉联盟和莱利啦啦队协会的前董事会成员. He was awarded the Indianapolis Business Journal’s “40 Under Forty” in 2017.
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
伊斯特希尔斯十字路口，诺拉联盟和莱利啦啦队协会的前董事会成员. He was awarded the Indianapolis Business Journal’s “40 Under Forty” in 2017.
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
Senior Wealth Advisor
Senior Wealth Advisor
B.A.波尔州立大学
25 years
2022
Dave is a current member of the Financial Planning Association.
印第安纳波利斯巴洛克乐团董事会成员
Dave is a current member of the Financial Planning Association.
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., Personal Financial Planning – Kansas State University
9 years
2019
Kory is a current member of the Financial Planning Association of Greater Indiana.
Kory is a current member of the Financial Planning Association of Greater Indiana.
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
Who’s Who Behind the Scenes in Banking and Financial Services (2003).
Who’s Who Behind the Scenes in Banking and Financial Services (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
Goelzer helps different kinds of private clients fulfill their goals.
Client since 2010
Client since 1991
Client since 1999
Client since 2008
由于雇主的股票价格下跌，这位高管意识到他的净资产大幅缩水. 他面临着目标退休日期的漫长延迟，以及退休后简朴网赌正规平台网址的前景.
寻求有正规的大网赌网站吗增长和有正规的大网赌网站吗组合再平衡，以保护财富免受进一步的下行风险
Wanted to find a new trusted advisor to help realize his financial goals.
客户之所以聘用戈尔泽，是因为他曾在一家非营利网赌正规平台网址的有正规的大网赌网站吗委员会担任主席，为社区服务，因此对该公司的有正规的大网赌网站吗能力很熟悉.
重组有正规的大网赌网站吗组合的目标是提高拥有实现他所设想的网赌正规平台网址方式所需的财富的可能性.
建议如何处理股票期权，包括行使期权的时机和方式.
管理他的集中股票头寸，并建立了符合公司和SEC政策的定期清算策略.
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家族始祖(公司客户)去世后，家族意外地面临有正规的大网赌网站吗和遗产规划问题，当家族惊讶地得知他的巨额财富时
Beneficiaries were unaware and unprepared to inherit their relative’s sizable wealth
Working with the family’s other professional advisors, 戈尔泽创造了一种财富转移策略，以尽量减少对未亡配偶死亡的税收影响
管理新的有正规的大网赌网站吗组合，以满足继承了大量财富的个人家庭成员的具体需求
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Faced with the prospect of a new lifestyle after divorce, 我们的客户担心自己财务状况的方方面面，需要值得信赖的有正规的大网赌网站吗建议
Helped educate client and children on the importance of budgeting and saving
Devised a strategy to hedge capital gains and spread tax liability over time
准备退休和支出需求分析，并估计未来的财富预测
Set realistic spending expectations and redefined budget priorities
建立了一个多元化和节税的有正规的大网赌网站吗组合，旨在实现增长和本金安全
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Financial education
Savings plan
节税有正规的大网赌网站吗组合管理
Disability insurance
长期有正规的大网赌网站吗组合结构
Portfolio tailored to client needs of long-term financial security
Client was also able to enjoy a lifestyle that provided for his income needs
Established tax-deferred savings “buckets” to help fund his retirement
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来自Goelzer专家团队的观点
