Fiduciary

Client Centered

Mueller Wealth is an independent, full-service investment planning practice that acts as a fee-based fiduciary: we are legally bound to provide clients only with solutions that are in their best interests. This is an important distinction from other financial service firms that are motivated to sell you their products, or steer your wealth into investments that are not offered solely with your welfare in mind.

We offer our clients the full benefit of our investment knowledge, as well as a deeply informed, independent and historical perspective for investment planning. Central to our approach is our Seatbelt™ investment system, which is a four-step approach designed to continuously evaluate the market and assess your wealth for both opportunities and risks:

  • Step 1: Identify persistent market trends, e.g. low interest rates.
  • Step 2: Evaluate the best way to invest in that trend.
  • Step 3: Utilize our own proprietary quantitative analysis to possibly adjust and reduce risk proactively.
  • Step 4: Assess various asset classes for value and invest accordingly.

The name tells you everything you need to know. Our Seatbelt™ investment system is designed to help protect you in the event of accidents and keep you inside the vehicle – hopefully you never need it, just like a real seatbelt!

We utilize research from many of the top firms and reliable sources, and apply our own independent analysis to help support performance for our clients. As fiduciaries, on behalf of our clients, we are committed to maintaining the highest standards of conduct and ethical behavior, along with complete transparency.