Our Clients

Private Clients

Private Clients

Our private clients have a wide range of financial needs and goals. They often have concentrated stock and/or closely held business interests. They generally have a liquid net worth of $2mm – $10mm and a total net worth of $3mm – $15mm.

Family Office Clients

Family Office Clients

Our Family Office clients generally have $10mm of liquid assets and at least $20mm net worth. They tend to have multifaceted, complex financial situations that require a high level of strategic guidance and coordination of their complete balance sheet. This includes items like their illiquid private investments in private equity, venture capital, and real estate. At Mosaic, we coordinate and supervise your family’s entire advisory team: CPA, attorneys, and even insurance. We take a holistic approach, weaving our specialists into a family office that serves your entire financial needs. Your family will be serviced by a dedicated team, including a Family Wealth Coach and a Relationship Manager.

Emerging Clients

Retirement Services

Corporate Services

Our clients lead remarkable lives:

They’re forward thinkers.
They’re entrepreneurial.
They’re insightful community leaders.
They’re driven corporate executives.
They’re independent-minded business owners.

They are also busy.

Our clients’ ability to grow businesses, shape markets, and lead the way forward is what sets them apart from the rest. But this deep investment in professional life may leave little time for them to focus on financial life. Mosaic’s priority is to manage the complexity that comes with wealth, so our clients have more time to focus on what really matters.

The Client Experience

“It’s not the honor you take with you, but the heritage you leave behind.”
Branch Rickey

Some things are more important than money.

Family. Friends. Experience. Legacy.

What are you passionate about?

We begin each new relationship by understanding your unique story.

01

You talk, we listen.

02

We help organize your thoughts into actionable goals.

03

We create a ﬁnancial road map to guide you and your family throughout the journey.

04

We manage behavior. We accomplish most when we are prepared and intentional.

05

Repeat.

Your Life, Your Goals

“Life’s most persistent and urgent question is, ‘what are you doing for others?’”
Dr. Martin Luther King Jr.

At Mosaic, we strive to offer advice and solutions that will help you reach financial clarity. Your trust is essential to us.

We are personally committed to earning this trust by forming strong relationships as your Family Wealth Coach, guiding you on the unique journey to significance.

We have also adopted the fiduciary standard applicable to investment advisors. This means we aren’t just personally obligated, but we are also legally required to place your interests above everything we do.

Your goals are our goals, too.

Hypotheticals

“The value of a life will be measured by how much you give away.”
Andy Stanley

We’re here to serve the wealth management needs of successful individuals like you. We also specialize in managing the wealth of entrepreneurs, corporate executives, and women in transition. Read our success stories to learn more about the clients we work with.

Entrepreneur

“Timing, perseverance, and 10 years of trying will eventually make you look like an overnight success.”

— Biz Stone

Corporate Executive

“People buy into the leader before they buy into the vision.”

— John Maxwell

Women in Transition

“The secret to change is to focus all of your energy not on fighting the old, but on building the new.”

— Socrates