Logo of Union Grove Capital

Your wealth deserves leadership—yours.

For entrepreneurs, executives and physicians who think in decades, not paychecks. Union Grove Capital helps you turn wealth into independence, and independence into legacy.

Your wealth deserves leadership—yours.

For entrepreneurs, executives and physicians who think in decades, not paychecks. Union Grove Capital helps you turn wealth into independence, and independence into legacy.

Your wealth deserves leadership—yours.

For entrepreneurs, executives and physicians who think in decades, not paychecks. Union Grove Capital helps you turn wealth into independence, and independence into legacy.

The Infrastructure That Powers Our Work:

Made For The Visionaries

You’re intentional about growth, freedom, and impact. You value clear strategy over noise and long-term results over quick wins. You want a partner who understands business, family, and the weight of leadership. You’re building something that lasts — for your team, yourself, your family, and your legacy.

A vibrant image of a father and his infant son.
A vibrant image of a father and his infant son.
A vibrant image of a father and his infant son.
Professional engineers or site surveyors wearing a protective construction helmet looking at an ongoing building structure
Professional engineers or site surveyors wearing a protective construction helmet looking at an ongoing building structure
Professional engineers or site surveyors wearing a protective construction helmet looking at an ongoing building structure

Stop Taking Financial Advice From People Who’ve Never Built Anything

You’ve built, led, and made hard calls most people avoid. You don’t need lessons in theory — you need a team that thinks and executes like you do. Surround yourself with people who’ve built something of their own and know how to protect it. Build your next chapter with the same precision that got you here.

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

Where Clarity Meets Possibility

Integrating wealth, business, and legacy into one powerful framework.

Wealth Architecture

01

Tax & Income Optimization

02

Risk & Protection Management

03

Business Owner Advisory

04

Legacy & Continuity Planning

05

Wealth Architecture

Designing and managing investment portfolios that balance growth, risk, and purpose; anchored in disciplined, evidence-based strategy.

Where Clarity Meets Possibility

Integrating wealth, business, and legacy into one powerful framework.

Wealth Architecture

01

Tax & Income Optimization

02

Risk & Protection Management

03

Business Owner Advisory

04

Legacy & Continuity Planning

05

Wealth Architecture

Designing and managing investment portfolios that balance growth, risk, and purpose; anchored in disciplined, evidence-based strategy.

Where Clarity Meets Possibility

Integrating wealth, business, and legacy into one powerful framework.

Wealth Architecture

01

Tax & Income Optimization

02

Risk & Protection Management

03

Business Owner Advisory

04

Legacy & Continuity Planning

05

Wealth Architecture

Designing and managing investment portfolios that balance growth, risk, and purpose; anchored in disciplined, evidence-based strategy.

You've Done Too Much to Leave it All Up To Chance

Every decision has led to this moment - the one where your wealth, business, and life must work in harmony.

You've Done Too Much to Leave it All Up To Chance

Every decision has led to this moment - the one where your wealth, business, and life must work in harmony.

The Biggest Breakthroughs Come From Small, Consistent Moves

High performers often operate through accumulated stress, not because they can’t handle it, but because they’re conditioned to keep going. Meanwhile, financial, tax, and strategic gaps grow silently. With the right cadence and clarity, those gaps close quickly. This isn’t about doing more; it’s about finally removing what’s been weighing on you.

Wealth Architecture

Executives often accumulate wealth but lack a coherent structural plan that aligns business, personal, and legacy assets.

60%

of high-net-worth individuals, 60% say their greatest concern is not building wealth — but supporting and protecting it.

“Wealth consists not in having great possessions, but in having few wants.”

Epictetus

Wealth Architecture

Executives often accumulate wealth but lack a coherent structural plan that aligns business, personal, and legacy assets.

60%

of high-net-worth individuals, 60% say their greatest concern is not building wealth — but supporting and protecting it.

“Wealth consists not in having great possessions, but in having few wants.”

Epictetus

Wealth Architecture

Executives often accumulate wealth but lack a coherent structural plan that aligns business, personal, and legacy assets.

60%

of high-net-worth individuals, 60% say their greatest concern is not building wealth — but supporting and protecting it.

“Wealth consists not in having great possessions, but in having few wants.”

Epictetus

Strategy Strong Enough to Stand Shoulder-to-Shoulder

The Turning Point Starts With One Decision

Leaders push through pressure, but the financial stress behind the scenes takes the biggest toll. It’s quiet, constant, and avoidable. You don’t need more to-do’s, you need support. Start the conversation that lightens the load.