Growing up I had the privilege of being raised within a family business that emphasized the value of personal relationships. Here I learned the importance of bringing care, focus and adapting to what is needed for those relationships to thrive. The positive impact that my parents created has shaped the personal approach that I use in my practice today: to provide focused care.
Each day I am fortunate to care for my clients by ensuring they are informed and in control of their goals, both financial and lifestyle because wealth and well-being go hand-in-hand. Additionally, I feel it is important that they feel secure throughout the process. Their time is limited so my focus is to ensure that they are on-track with personalized advice and guidance. Through our partnership, the benefit is that they are able to spend more time doing what they love with the people they care about most.
I am blessed to have four amazing people in my life: My wife of 16 years, my son and two daughters. We are an active household with involvement in our community hockey program and events, adventuring in the Rocky Mountains, cooking, camping or playing games of all varieties. Our goal is to enjoy what life has to offer and the best way that we've found to do that is to engage in the experiences and to be with the people that are a part of it!
As of July 2022, I am honored to receive the Ted Jones Spirit of Caring award as voted on by my colleagues. I value both personal development and the growth mindset associated that allows me to pay forward what I have learned to my peers.
So where do you go from here? You deserve clarity in your finances outside of your portfolio. Provided you are a serious established investor or business owner, I would be happy to help you define your goals and create a personalized strategy to achieve them.
Feel free to contact me via the links above so that together we can bring the focus and care needed to create your financial independence.
- Retirement Savings Strategies
- Business Owner Considerations
- Socially Conscious Investing
- Intergenerational Planning
- Divorce Finances
- Wealth Protection Strategies
My Personal Interests
- Spending Time with Family
- Personal Fitness
Phone NumberJeffrey M Mueller at (403) 374-1088
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