Mission, Philosophy & Values

Mosaic Wealth Strategies...
transforming the fragments of your financial life into a meaningful, complete picture.

Our Philosophy

We believe that each financial decision affects every other financial decision. So, we examine every aspect of your financial life as it relates to your whole financial picture. As your advocate, we work alongside your existing team of advisors to make certain that each piece of your financial life fits together into a cohesive targeted plan.

Our Values

  • Clients – We believe it is an honor and privilege to guide our clients through the changes that occur in their lives. We strive to give each client our maximum effort in an environment that is most comfortable to him or her.
  • Community – We believe that to whom much is given, much is expected. We appreciate opportunities to volunteer our time and leadership in the communities in which we work.
  • Confidentiality – We believe that what transpires between our clients and ourselves must remain private. Nothing is disclosed without their permission.
  • Charity – We believe in giving of our financial resources back to our communities, including those charities specifically recommended by our clients.