Logo of Union Grove Capital

Contact Us

Logo of Union Grove Capital

Contact Us

Logo of Union Grove Capital

WEALTH MANAGEMENT & FINANCIAL PLANNING BASED IN TAMPA, FL

Everything, Coordinated as One System

Everything, Coordinated as One System

Union Grove Capital is a Tampa-based fiduciary registered investment advisor serving executives, business owners, and retiring leaders. 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 pillars. Nothing operates in isolation. Your success depends on how well they are coordinated.

INCOME PLANNING

Income is the engine of the whole plan — and the pillar most people never actually plan. We design how money flows: salary, bonus, equity, business distributions, and eventually the paycheck you'll write yourself when the W-2 stops. Every source has its own timing, its own tax treatment, and its own role to play, which is why income can't be planned in isolation — it's coordinated with your investments and your tax picture so every dollar has a job before it arrives. Your income should fund the plan, not just the lifestyle.

INCOME PLANNING

Income is the engine of the whole plan — and the pillar most people never actually plan. We design how money flows: salary, bonus, equity, business distributions, and eventually the paycheck you'll write yourself when the W-2 stops. Every source has its own timing, its own tax treatment, and its own role to play, which is why income can't be planned in isolation — it's coordinated with your investments and your tax picture so every dollar has a job before it arrives. Your income should fund the plan, not just the lifestyle.

INCOME PLANNING

Income is the engine of the whole plan — and the pillar most people never actually plan. We design how money flows: salary, bonus, equity, business distributions, and eventually the paycheck you'll write yourself when the W-2 stops. Every source has its own timing, its own tax treatment, and its own role to play, which is why income can't be planned in isolation — it's coordinated with your investments and your tax picture so every dollar has a job before it arrives. Your income should fund the plan, not just the lifestyle.

INVESTMENT MANAGEMENT

Investment management is one pillar of the plan — never the whole plan. We design portfolios for real conditions, not perfect market assumptions: growth, risk, and purpose balanced by a disciplined strategy that's decided before the pressure arrives, not during it. And because a portfolio built in isolation leaks — into taxes, past protection gaps, around the income plan — ours is coordinated with the other four pillars from the start. Focused on after-tax returns, not just headline performance.

INVESTMENT MANAGEMENT

Investment management is one pillar of the plan — never the whole plan. We design portfolios for real conditions, not perfect market assumptions: growth, risk, and purpose balanced by a disciplined strategy that's decided before the pressure arrives, not during it. And because a portfolio built in isolation leaks — into taxes, past protection gaps, around the income plan — ours is coordinated with the other four pillars from the start. Focused on after-tax returns, not just headline performance.

INVESTMENT MANAGEMENT

Investment management is one pillar of the plan — never the whole plan. We design portfolios for real conditions, not perfect market assumptions: growth, risk, and purpose balanced by a disciplined strategy that's decided before the pressure arrives, not during it. And because a portfolio built in isolation leaks — into taxes, past protection gaps, around the income plan — ours is coordinated with the other four pillars from the start. Focused on after-tax returns, not just headline performance.

PROTECTION & RISK MANAGEMENT

Protection is the pillar nobody wants to talk about — and the one that decides whether the rest of the plan survives contact with real life. We coordinate insurance — disability, life, liability — with your investments, income plan, and estate plan, and review existing policies to identify gaps and overlaps. It's common for families to find themselves over-insured in one area and underprotected in another — because policies are often acquired one at a time, from different providers, in different years, with nobody reviewing the complete picture. The best portfolio doesn't matter if a disability or death derails everything.

PROTECTION & RISK MANAGEMENT

Protection is the pillar nobody wants to talk about — and the one that decides whether the rest of the plan survives contact with real life. We coordinate insurance — disability, life, liability — with your investments, income plan, and estate plan, and review existing policies to identify gaps and overlaps. It's common for families to find themselves over-insured in one area and underprotected in another — because policies are often acquired one at a time, from different providers, in different years, with nobody reviewing the complete picture. The best portfolio doesn't matter if a disability or death derails everything.

PROTECTION & RISK MANAGEMENT

Protection is the pillar nobody wants to talk about — and the one that decides whether the rest of the plan survives contact with real life. We coordinate insurance — disability, life, liability — with your investments, income plan, and estate plan, and review existing policies to identify gaps and overlaps. It's common for families to find themselves over-insured in one area and underprotected in another — because policies are often acquired one at a time, from different providers, in different years, with nobody reviewing the complete picture. The best portfolio doesn't matter if a disability or death derails everything.

TAX PLANNING & COORDINATION

Taxes touch every one of the five pillars — and the decisions that drive them happen long before anything gets filed. Most tax opportunities have windows: they open and close with the market, with your income, with the calendar — not with tax season. We model those moves inside the plan and execute them when the window is open, then coordinate with your CPA so the return reflects a strategy instead of a surprise. The return looks backward. The planning looks forward. It's not what you earn - it's what you keep.

TAX PLANNING & COORDINATION

Taxes touch every one of the five pillars — and the decisions that drive them happen long before anything gets filed. Most tax opportunities have windows: they open and close with the market, with your income, with the calendar — not with tax season. We model those moves inside the plan and execute them when the window is open, then coordinate with your CPA so the return reflects a strategy instead of a surprise. The return looks backward. The planning looks forward. It's not what you earn - it's what you keep.

TAX PLANNING & COORDINATION

Taxes touch every one of the five pillars — and the decisions that drive them happen long before anything gets filed. Most tax opportunities have windows: they open and close with the market, with your income, with the calendar — not with tax season. We model those moves inside the plan and execute them when the window is open, then coordinate with your CPA so the return reflects a strategy instead of a surprise. The return looks backward. The planning looks forward. It's not what you earn - it's what you keep.

ESTATE & LEGACY PLANNING

Estate coordination protects what you've built — and the people you built it for. We work with your estate attorney to design trusts, transfer strategies, and continuity plans, and coordinate a review of the essentials — guardianship, medical directives, powers of attorney — to help identify any gaps. Many families haven't looked at these documents in years, and an estate plan drafted in isolation is just paperwork. Ours is aligned with your tax strategy and, for business owners, your succession plan, so the plan for your legacy works with the rest of your plan — not against it. All legal documents are prepared exclusively by an attorney of your choosing.

ESTATE & LEGACY PLANNING

Estate coordination protects what you've built — and the people you built it for. We work with your estate attorney to design trusts, transfer strategies, and continuity plans, and coordinate a review of the essentials — guardianship, medical directives, powers of attorney — to help identify any gaps. Many families haven't looked at these documents in years, and an estate plan drafted in isolation is just paperwork. Ours is aligned with your tax strategy and, for business owners, your succession plan, so the plan for your legacy works with the rest of your plan — not against it. All legal documents are prepared exclusively by an attorney of your choosing.

ESTATE & LEGACY PLANNING

Estate coordination protects what you've built — and the people you built it for. We work with your estate attorney to design trusts, transfer strategies, and continuity plans, and coordinate a review of the essentials — guardianship, medical directives, powers of attorney — to help identify any gaps. Many families haven't looked at these documents in years, and an estate plan drafted in isolation is just paperwork. Ours is aligned with your tax strategy and, for business owners, your succession plan, so the plan for your legacy works with the rest of your plan — not against it. All legal documents are prepared exclusively by an attorney of your choosing.

WHY INTEGRATION MATTERS

Why Integrated Financial Planning Matters

THE FRAGMENTED WAY

"My CPA said one thing…"

"My CPA said one thing…"

"I wasn't copied on that"

"I wasn't copied on that"

📎 estate_docs_v3.pdf

📎 estate_docs_v3.pdf

"Did my advisor loop you in?"

"Did my advisor loop you in?"

"What's going on with that policy?"

"What's going on with that policy?"

📅 Meeting rescheduled

📅 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

Portfolio Manager

CPA/Tax Advisor

CPA/Tax Advisor

Estate Attorney

Estate Attorney

Insurance Agent

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.

Every decision considers the full picture. Every specialist gets looped in at the right time. Coordination is our job, not yours.

See If We're a Fit

See If We're a Fit

See If We're a Fit

HOW WE WORK

Our Three-Step Process

Book Your Strategy Session

Book Your Strategy Session

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

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

Who We Serve

Who We Serve

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

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

Our clients: Executives navigating equity comp, career transitions, and liquidity events. Business owners facing a sale, a succession, or a company that holds most of the wealth. Retiring leaders with equity, deferred comp, and retirement accounts seeking engineered income that outlasts the career that built them.

Our clients: Executives navigating equity comp, career transitions, and liquidity events. Business owners facing a sale, a succession, or a company that holds most of the wealth. Retiring leaders with equity, deferred comp, and retirement accounts seeking engineered income that outlasts the career that built them.

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

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 equity comp, career transitions, and liquidity events — public, private or PE-backed.

01

Executives

Navigating equity comp, career transitions, and liquidity events — public, private or PE-backed.

02

Business Owners

Facing a sale, a succession, or a company that holds most of the wealth.

02

Business Owners

Facing a sale, a succession, or a company that holds most of the wealth.

03

Retiring Leaders

Equity, deferred comp, and retirement accounts — engineered into income that outlasts the career that built them.

03

Retiring Leaders

Equity, deferred comp, and retirement accounts — engineered into income that outlasts the career that built them.

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 Strategy Call

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 Strategy Call

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 Strategy Call

Schedule a Strategy Call