Mueller Wealth: Growth and Trust

Mueller Wealth: Growth and Trust

| January 23, 2024

As the owner of Mueller Wealth, I am thrilled to share with you an update on the journey of our family-owned business. With over 25 years of experience in the industry, we have always strived to provide the best fiduciary wealth management services. I am proud to announce that as of December 31, 2023, the assets that Mueller Wealth manages have nearly quadrupled since 2018.  We have also donated over $7,000 to local non-profits in 2023 alone.  One of the main drivers has been our clients’ utilization of our “Do-It-For-Me” system.  We educate you - you authorize it - then we “do-it-for-you” or with you.  Done. 

Our firm, with locations in Mishicot, Oshkosh, and Sherwood, is built on the foundation of trust, and a commitment to our clients’ financial well-being. As a father-son team who earned the CERTIFIED FINANCIAL PLANNER™ credentials, a well-regarded designation in the industry, we have always prioritized your financial goals and aspirations. 

Our growth has not been limited to our local communities. We are excited to share that Mueller Wealth has expanded its reach over time to several different states, serving clients both locally and nationally. This expansion is a testament to the trust placed in us, and we are deeply grateful for your continued support.  This growth would not have been possible without the help of Christine Bressler, our assistant, and Parker Mueller, my son, and Wealth Advisor. 

Supporting local businesses has a profound impact on this community. It fosters economic growth, creates job opportunities, and strengthens the community fabric. We want to extend our heartfelt thanks to those that have chosen Mueller Wealth and for supporting other local businesses.  By the way, Mueller Wealth is hiring! We need an additional support person to help and work alongside Christine. 

Do you know of someone you can virtually hear smiling when talking on the phone with them?  Someone who is detailed orientated and excels at using technology in general?  Have them give us a call!  We are looking for someone awesome that will be with us for a decade or more.  Our clients expect and deserve VIP service.  We work hard and celebrate our successes.  No experience necessary, but a sense of humor is! 

As we look forward to the future, we invite you to consolidate your investments with us, your local, confidential, and proactive wealth management firm. We remain committed to providing personalized financial planning and investment management services that align with your unique financial goals.  What do you want to improve, develop, or change regarding your finances? Why wait any longer? Give us a call (920) 267-6710. 

Thank you for your trust in Mueller Wealth. We are excited about what the future holds and look forward to serving you for decades to come.