If you need any assistance logging into Goelzer Wealth Vision, please do not hesitate to contact us at (317) 264-2600 and ask to be connected with your Client Services Associate.
Goelzer Wealth Vision is our secure wealth management portal that provides an up-to-date view of your financial information in one place. Now, you can access your quarterly report securely and more easily through our portal.
How to Access Your Quarterly Report:
Q. What should I do if I cannot remember my username?
A. To receive your username, please contact your Client Services Associate. If you do not have their contact information handy, please call (317) 264-2600 and ask to be connected with them.
Q. How can I reset my password?:
A. You can reset the password yourself by clicking on the Login button above and entering your username. The next page will offer you the option to reset your password.
Alternatively, you may contact your Client Services Associate to have them send a password reset email to the email address you registered on Goelzer Wealth Vision.
