Private Client Portals
Learn how to link Goelzer Wealth Vision & Goelzer Dynamic Reporting
Goelzer Dynamic Reporting (Envestnet/Tamarac) is a site focused on your assets managed by Goelzer and includes up-to-date investment performance reports, portfolio activity, and asset allocation.
Goelzer Wealth Vision (eMoney) is your personal financial management site which provides an organized, up-to-date, and complete view of your financial information in one place. It is one of Goelzer’s central tools for running financial planning projections and guiding the planning process with you.
Goelzer primarily uses Fidelity as the custodian for managed accounts. If your account is held at Fidelity and you need account-specific information, you can click on the Login link below and enter your user ID and password.