Brand Asset Management Group is a team of investment professionals dedicated to connecting all areas of your financial life.
Our multi-generational focus brings everyone together and helps give clarity to the financial legacy your family is creating.
We can give your heirs the right guidance to manage inherited wealth so your family legacy can continue from generation to generation.
We’ll work with you to develop investment strategies, giving you the power to make informed decisions that achieve your family’s goals.
Our mission is to provide you with the guidance to build, manage, and protect your family’s wealth.
Everything we do—from investment management to helping you unify your tax, estate, and insurance strategies—is designed to give you peace of mind about your finances.
Speak with an advisorWe build fully integrated solutions for all areas of your financial life – from the basics, such as saving for retirement and risk management, to advanced planning for personal goals like educational funding and establishing a charitable legacy. Our customized approach combines financial expertise with a deep understanding of your goals, objectives, and passions. We help you see what success looks like for you – and then help you get there.
Essential parts of a healthy financial life include accountants, estate attorneys, insurance providers, and legal professionals. With Mosaic Wealth Management©, you can experience the seamless support of a network of dedicated experts – whether we’ve introduced them to you, or you’ve known them for years. Let us be the coordinators of your financial life.
As a family-owned business, we take pride in the service and experience we provide our clients. That’s why we have always searched out the best and brightest to join our team. We work hard to ensure every interaction you have with our team members leaves you feeling satisfied and confident in your financial future.
As fiduciary wealth consultants, we engage in fee-based relationships with our clients and receive no compensation from investment providers. Our commitment to being a fiduciary holds us to the highest standard of client care in the financial services industry.
Speak with an advisorContact us to schedule a meeting at our office (or let us buy you a coffee). There is no better time than right now!
