At Mosaic Wealth Consulting, we have been providing financial services to our community for more than four decades. We help bring clarity to your understanding of the financial world through our financial planning process. We work to prepare you for important decisions that can help grow, preserve, protect and transfer the assets you have worked a lifetime to accumulate.
Most importantly, there is a culture of independence here. One that is focused on the individual. We understand that you and your financial needs are unique. In addition to the most comprehensive financial planning services available, we provide objective, independent assessments and offer advice that is appropriate for you.
At Mosaic Wealth Consulting, we employ a fully integrated financial planning framework that provides a holistic view of your financial condition and financial planning issues. This approach leads to decisions that are tailored for your financial situation — your estate, investments, retirement and business, if applicable — is analyzed and evaluated. We then develop an objective, comprehensive financial plan specifically tailored to help towards meeting your financial needs and requirements.
LIVE THE LIFE YOU'VE ALWAYS DREAMED OF.
LET'S GET TO PLANNING.
WHY SHOULD YOU WORK WITH US?
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and provide you with the highest level of service.
NEW ALEXANDRIA OFFICE
INDIANA, PA OFFICE
BOYNTON BEACH, FL OFFICE