It starts with questions. Chances are, you have a lot of concerns about the financial well-being of your business. But is your existing advisor asking you questions, too? As a fiduciary we’re legally required to do what’s in your best interest. That means going outside the obvious to do what’s best for you, your family and your practice.
At Mosaic Wealth Management, we take the time to get to know you so we can have the maximum positive impact on your finances. Maybe you’re looking to sell your practice. Maybe you need ongoing accounting and tax advice. Or maybe you’re looking for a long-term retirement and transition plan. Whatever your goals, we take a cohesive approach, because each of these pillars of your finances affects the other. We want you to be Clear, Confident and Focused about your Bigger Future. See how we bring it all together.