Our Focus Is Your Family’s Financial Health.

We serve multi-generational families who need a team of advisors to provide the full-suite of wealth management services. Our work is through the lens of total wealth management, which means we plan for, and shepherd, many aspects of our clients’ financial lives.

Discover a more comprehensive approach to managing your family’s wealth.

Essential parts of a healthy financial life include investment professionals, accountants, estate attorneys, and insurance providers. With Mosaic Wealth Management©, you can experience the seamless support of a network of dedicated and truly independent professionals – whether we’ve introduced them to you, or you’ve known them for years.

What you can expect

Our customized approach combines financial expertise with a deep understanding of your goals, objectives, and passions. This allows our team to build fully integrated solutions for many areas of your financial life – from the basics, like investing for retirement and protecting the wealth you’ve built, to more advanced topics, like educational funding and establishing a charitable legacy.

  • Cash flow planning
  • Estate planning
  • Family legacy planning
  • Risk management
  • Education funding
  • Investment Advice
  • Accumulation
  • Retirement planning
  • Philanthropic goals
  • Tax planning

Who you will work with

As a closely-held business, we take pride in the service and experience we provide our clients. When you work with our team, you’ll be surrounded by people that relentlessly pursue excellence, and it’s this pursuit that helps move families toward their long-term financial objectives. You will connect with professionals who have achieved the highest levels of professional accreditation, including individuals who have obtained the following certifications:

  • Accredited Investment Fiduciary®
  • Chartered Financial Analyst
  • Financial Paraplanner Qualified Professional™
  • Certified Exit Planning Advisor (CEPA®)
  • Certified Kingdom Advisor®

Our Team

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.


Contact us to schedule a meeting at our office (or let us buy you a coffee). There is no better time than right now!