WEALTH MANAGEMENT & FINANCIAL PLANNING BASED IN TAMPA, FL

Everything, Coordinated as One System

Union Grove Capital is a Tampa-based fiduciary registered investment advisor serving executives, business owners, and physicians. We coordinate your investments, tax strategy, protection, and legacy planning into one integrated system. Built for leaders who refuse to manage wealth in fragments.

5 PILLARS OF UGC

Integrated Financial Services for Leaders Who Think in Systems

Five core areas. Nothing operates in isolation. Your success depends on how well they work together.

WEALTH ARCHITECTURE & INVESTMENT MANAGEMENT

Portfolio design and investment management built for real conditions, not perfect market assumptions. We balance growth, risk, and purpose using disciplined strategy that holds up when conditions change. Designed using our proprietary Risk Lanes framework. Coordinated with your tax picture, protection needs, and business structure. Focused on after-tax returns, not just headline performance.

WEALTH ARCHITECTURE & INVESTMENT MANAGEMENT

WEALTH ARCHITECTURE & INVESTMENT MANAGEMENT

TAX PLANNING & INCOME OPTIMIZATION

Tax-aware financial planning integrated with portfolio design. We coordinate with your Tax Advisor/CPA to structure income flows, align investment accounts with your tax situation, and plan for transitions that minimize tax drag. It's not what you earn. It's what you keep.

TAX PLANNING & INCOME OPTIMIZATION

TAX PLANNING & INCOME OPTIMIZATION

RISK MANAGEMENT & INSURANCE PLANNING

Protection strategies that safeguard income, assets, and family from financial shocks. We coordinate insurance (disability, life, liability) with your investments and estate plan. Review existing policies to eliminate gaps. The best portfolio doesn't matter if a disability or death derails everything.

RISK MANAGEMENT & INSURANCE PLANNING

RISK MANAGEMENT & INSURANCE PLANNING

BUSINESS OWNER ADVISORY & EXIT PLANNING

Strategic financial guidance for business owners navigating company value and personal wealth. We review business structure, optimize owner compensation, design exit and succession strategies, and coordinate business decisions with personal wealth planning. Your business should support your life, not consume it.

BUSINESS OWNER ADVISORY & EXIT PLANNING

BUSINESS OWNER ADVISORY & EXIT PLANNING

ESTATE PLANNING COORDINATION & LEGACY PLANNING

Estate planning coordination that protects what you've built. We work with your estate attorney to design trusts, transfer strategies, and continuity plans. Establish essential protections (guardianship, medical directives, powers of attorney). Align estate planning with business succession and tax strategy. Ensure the people and priorities you care about are protected.

ESTATE PLANNING COORDINATION & LEGACY PLANNING

ESTATE PLANNING COORDINATION & LEGACY PLANNING

WHY INTEGRATION MATTERS

Why Integrated Financial Planning Matters

THE FRAGMENTED WAY

"My CPA said one thing…"

"I wasn't copied on that"

📎 estate_docs_v3.pdf

"Did my advisor loop you in?"

"What's going on with that policy?"

📅 Meeting rescheduled

"Where does this fit in my plan?"

"Can someone coordinate this?"

GAPS EVERYWHERE

SCATTERED COMMUNICATION

YOU COORDINATE

THE UNION GROVE CAPITAL WAY

Portfolio Manager

CPA/Tax Advisor

Estate Attorney

Insurance Agent

YOU

"One quarterback. Every angle covered."

Your portfolio manager doesn't talk to your Tax Advisor/CPA. Your insurance agent doesn't know your estate attorney. Coordination becomes your job.

We act as the quarterback. When you're planning a business exit, we're thinking about tax strategy, portfolio rebalancing, estate implications, and protection gaps all at once. When markets drop, we're coordinating with your Tax Advisor/CPA on tax-loss harvesting while reviewing protection strategies.

Every decision considers the full picture. Every specialist gets looped in at the right time. Nothing falls through the cracks.

See If We're a Fit

HOW WE WORK

Our Financial Planning Process

Book Your Strategy Session

"The next chapter of growth requires more than assets, it requires alignment. We help leaders see the full picture, connect the dots, and lead with financial confidence that matches their vision."

Travis Mueller

Founder & CEO

1

Assess & Direct

Focused conversation about priorities, constraints, and decisions. Establish clarity and determine if there's a path forward together.

2

Financial Architecture

Evaluate your full financial picture and design a strategy that aligns with your priorities. Precision-built for your situation.

3

Precision Execution

Implement the plan with clean coordination. We quarterback the process so every piece moves in sync.

4

Ongoing Optimization

Review and adjust as life, markets, and opportunities evolve. Continuous adaptation, not annual check-ins.

5

Strategic Partnership

Ongoing advisory relationship that supports smart decisions across wealth, business, and major transitions.

WHO WE WORK WITH

Who We Serve

We work with executives, business owners, and specialists who value decision frameworks over guesswork.

Our clients: Executives navigating stock compensation and career transitions. Business owners planning liquidity events and succession. Specialists (physicians, engineers, scientists) with high income and limited time.

If you're facing high-stakes financial decisions and looking for a fiduciary financial advisor who thinks like an operator, let's talk.

01

Executives

Navigating stock comp, career transitions, income complexity.

01

Executives

Navigating stock comp, career transitions, income complexity.

02

Business Owners

Facing liquidity events, succession planning, or wealth concentration.

02

Business Owners

Facing liquidity events, succession planning, or wealth concentration.

03

Physicians

With high income, limited time, who need durable strategies.

03

Physicians

With high income, limited time, who need durable strategies.

Schedule a Consultation

We don't work with everyone. Our clients value integrated strategy, structured discipline, and advisors who understand operational pressure. If that describes you, reach out.

Schedule a Strategy Call

Schedule a Consultation

We don't work with everyone. Our clients value integrated strategy, structured discipline, and advisors who understand operational pressure. If that describes you, reach out.

Schedule a Strategy Call

Schedule a Consultation

We don't work with everyone. Our clients value integrated strategy, structured discipline, and advisors who understand operational pressure. If that describes you, reach out.

Schedule a Strategy Call