Mosaic Wealth Management

Mosaic Wealth defines the best of what you should expect from a wealth management company: thoughtful, caring people who listen to your goals and dreams, and know what it will take to achieve them. Our intentional process is designed to foster trust, grow relationships, and provide existing and prospective clients with the same high-quality experience. This allows our clients the ability to define their vision of their ideal future and follow a process to achieve that vision.

The difference comes in the firms’ ability to attend to all the details of your total net worth through a multidisciplinary team approach. Wealth managers look at the big picture of your financial scenario, including investments, real estate holdings, insurance/income protection, tax planning, business profits, charitable giving and more.

Mosaic Wealth is here to serve as your Investment Counselor, Planning Expert and Trusted Partner in delivering a high-quality wealth management experience and optimal results.

Our team creates a strategy that takes all factors into consideration: Wealth Enhancement, Wealth Transfer, Wealth Preservation and Charitable Planning.

We are also adept at collaborating with attorneys, accountants, Medicare experts and other counsel to provide a knowledgeable network of professionals working on your behalf.