WEALTH MANAGEMENT & FINANCIAL PLANNING BASED IN TAMPA, FL
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.
WHY INTEGRATION MATTERS
Why Integrated Financial Planning Matters
THE FRAGMENTED WAY
GAPS EVERYWHERE
SCATTERED COMMUNICATION
YOU COORDINATE
THE UNION GROVE CAPITAL WAY
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.
HOW WE WORK
Our Three-Step Process
"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
We create a plan that connects the dots.
Tax planning, protection gaps, estate structure, and the investment portfolio. Built together as one strategy. Most people have not seen all of it in one place.
2
You decide. No pressure. No pitch.
The plan is yours. We deliver it because you deserve clarity before making a decision. You can implement the plan with us or take it and move forward on your own. Either way, you leave with something real.
3
You move forward, with someone in your corner.
Year after year. Adjusting when things change. Protecting what has been built. Making sure every financial decision connects back to the strategy.
WHO WE WORK WITH
