Welcome to Steve Rotello
We are pleased to announce that Steve Rotello, Certified Financial Planner™, has joined Mosaic Family Wealth as a Managing Director in Mosaic’s new Denver office.
Steve’s 17 years of experience in financial planning, generational planning, investment strategy and portfolio implementation provide clients with advice from someone who has seen both good and bad markets. Steve joined the Mosaic team after over 9 years at UBS, and 8 years at A.G. Edwards and Sons.
We welcome Steve and his clients to Mosaic and look forward to introducing him to our clients.
Scott Highmark, President and Principal
Mosaic Family Wealth
Our mission at Mosaic Family Wealth is to help you accomplish yours. We strive to help our clients move from success to significance.
As your personal Family Wealth Coach, we also consider the things that are more important than money itself; the people we love—our friends, our family, our business associates, our experience—our values, faith, education, network, reputation, and most importantly, our legacy.
After all, money touches every aspect of our lives. Shouldn’t you have a unified plan designed to incorporate all of these important details?
We combine love, learning and sharing in a unified plan to create growth for our clients.
“Somebody’s sitting in the shade today because someone planted a tree a long time ago.”
Wealth. Relationships. Legacy.
What is wealth? How do you turn your dreams into realities, your goals into actions, and your success into significance? Watch our video to see how Mosaic can help you focus on things that are more important than money itself.