Terms of Use


Mosaic Family Wealth Partners, LLC (dba Mosaic Family Wealth) is a Registered Investment Adviser. Registration does not imply government endorsement or that the adviser has attained a level of skill or training. Advisory services are only offered to clients or prospective clients Mosaic Family Wealth and its representatives are properly licensed or exempt from licensure.

Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Mosaic Family Wealth unless a client service agreement is in place.

The Mosaic Family Wealth website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications and links. Accordingly, the publication of the Mosaic Family Wealth website on the Internet should not be construed by any consumer and/or prospective client as Mosaic Family Wealth’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet.

Any subsequent, direct communication by Mosaic Family Wealth with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Mosaic Family Wealth, please contact the SEC or the state securities regulators for those states in which Mosaic Family Wealth maintains a notice filing. Additional information about Mosaic Family Wealth and its advisory persons are available on the SEC’s website at http://www.adviserinfo.sec.gov by searching for our firm name or by our CRD# 317377.

Mosaic Family Wealth does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to the Mosaic Family Wealth website or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.


Please read these terms and conditions of use (“Terms”) carefully before using the website located at https://www.mosaicwealth.com (“Website”) or any of the information or services provided by Mosaic Family Wealth Partners, LLC (collectively “Mosaic Family Wealth,” “we,” “our,” “us”) in connection with the Website. By using the Website, you acknowledge that you have read and understood these Terms and accept to be legally bound by them. If you do not accept and agree to these Terms, you are not an authorized user of the Website or any of the information or services provided by Mosaic Family Wealth in connection with the Website and should promptly terminate all use thereof.  The terms “you” and “your” mean you and any entity you may represent in connection with the use of the Website.  You may use your browser to download or print a copy of these Terms for your records.

Mosaic Family Wealth reserves the right to change, modify, add or remove portions of these Terms at any time for any reason. We suggest that you review these Terms periodically for changes. Such changes shall be effective immediately upon posting. You acknowledge that by accessing our website after we have posted changes to these Terms, you are agreeing to these Terms as modified.

These Terms were last updated on April 11, 2023.

No Offer or Advice

Please note that nothing in this Website should be construed as an offer to sell or the solicitation of an offer to purchase an interest in any security or separate account. Nothing in this Website is intended to be, and you should not consider anything in this Website to be, investment, accounting, tax or legal advice. If you would like investment, accounting, tax or legal advice, you should consult with your own accountants, or attorneys regarding your individual circumstances and needs.

This Website is for informational purposes only and is not intended to be relied upon as a forecast, research or investment advice. Although this material is based upon information that Mosaic Family Wealth considers reliable and endeavors to keep current, Mosaic Family Wealth does not assure that this material is accurate, current or complete, and it should not be relied upon as such. Any opinions expressed on this Website may change as subsequent conditions vary.