General Info

Mosaic Wealth Consulting has provided financial services to our community for more than four decades. We can help clarify your understanding of the financial world. Through our customized financial planning process, we strategically develop a personalized plan that allows you to comfortably make the important decisions necessary to help preserve, grow and transfer the assets you worked a lifetime to accumulate. Most importantly, there is a culture of independence here...One that is focused on the individual.