Technology and The Wealth Management Space

Managing Your Wealth: Your Vision, Our Guidance

Mar 21 2022 • 11 mins

Join Brennan Hollenbeck, AIF®, Wealth Advisor, and Alex Helms, Wealth Advisor, for an in-depth discussion on Technology and the Wealth Management Space. In this episode, they share how the wealth management space, in general, has embraced technology and what Mueller Financial Services has done over the last couple of years to enhance its technology capabilities.

For more information, please contact:

Brennan Hollenbeck, AIF®
Wealth Advisor

Alex Helms
Wealth Advisor